Steward Partners Investment Advisory, LLC - ISHARES ownership

ISHARES's ticker is EWK and the CUSIP is 464286301. A total of 23 filers reported holding ISHARES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES
ValueSharesWeighting
Q3 2023$8,344
+17.7%
482
+20.5%
0.00%
Q2 2023$7,088
-6.4%
4000.0%0.00%
Q1 2023$7,570
+5.6%
4000.0%0.00%
Q4 2022$7,168
+19.5%
4000.0%0.00%
Q3 2022$6,000
-14.3%
4000.0%0.00%
Q2 2022$7,000
-12.5%
4000.0%0.00%
Q1 2022$8,000
-11.1%
4000.0%0.00%
Q4 2021$9,000
+12.5%
4000.0%0.00%
Q3 2021$8,000
-11.1%
4000.0%0.00%
Q2 2021$9,000
-99.9%
400
-50.0%
0.00%
Q1 2021$16,288,000
+203500.0%
800
+100.0%
0.00%
Q4 2020$8,000
+14.3%
4000.0%0.00%
Q3 2020$7,0000.0%4000.0%0.00%
Q2 2020$7,000
+40.0%
4000.0%0.00%
Q1 2020$5,000
-28.6%
4000.0%0.00%
Q4 2019$7,0000.0%4000.0%0.00%
Q3 2019$7,0000.0%4000.0%0.00%
Q2 2019$7,000
-12.5%
4000.0%0.00%
Q3 2018$8,0000.0%4000.0%0.00%
Q2 2018$8,0000.0%4000.0%0.00%
-100.0%
Q1 2018$8,0000.0%4000.0%0.00%0.0%
Q4 2017$8,0000.0%4000.0%0.00%0.0%
Q3 2017$8,000
+14.3%
4000.0%0.00%0.0%
Q2 2017$7,0004000.00%
Other shareholders
ISHARES shareholders Q3 2023
NameSharesValueWeighting ↓
Kovitz Investment Group Partners, LLC 67,088$1,143,0000.02%
Equitable Holdings, Inc. 65,697$1,120,0000.02%
Millburn Ridgefield Corp 20,928$357,0000.02%
Catalyst Capital Advisors LLC 20,747$354,0000.02%
HSBC HOLDINGS PLC 22,355$381,0000.00%
MORGAN STANLEY 267,491$4,559,0000.00%
CX Institutional 275$5,0000.00%
HARBOUR INVESTMENTS, INC. 1$00.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
WELLS FARGO & COMPANY/MN 1,488$25,0000.00%
View complete list of ISHARES shareholders