Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,896
-3.6%
1850.0%0.00%
Q2 2023$11,300
+8.3%
1850.0%0.00%
Q1 2023$10,436
-52.0%
185
-55.2%
0.00%
Q4 2022$21,740
+8.7%
4130.0%0.00%
Q3 2022$20,000
-4.8%
4130.0%0.00%
Q2 2022$21,000
-48.8%
413
-36.8%
0.00%
-100.0%
Q1 2022$41,000
-4.7%
6530.0%0.00%0.0%
Q4 2021$43,000
+7.5%
6530.0%0.00%0.0%
Q3 2021$40,000
-4.8%
653
-5.1%
0.00%0.0%
Q2 2021$42,000
-100.0%
688
-60.9%
0.00%
-66.7%
Q1 2021$394,398,000
+1065840.5%
1,758
+922.1%
0.00%
+200.0%
Q4 2020$37,000
+8.8%
1720.0%0.00%0.0%
Q3 2020$34,000
+13.3%
1720.0%0.00%0.0%
Q2 2020$30,000
+20.0%
1720.0%0.00%0.0%
Q1 2020$25,000
-19.4%
1720.0%0.00%0.0%
Q4 2019$31,000
+10.7%
1720.0%0.00%0.0%
Q3 2019$28,0000.0%1720.0%0.00%0.0%
Q2 2019$28,000
-3.4%
1720.0%0.00%0.0%
Q3 2018$29,000
+11.5%
1720.0%0.00%
-50.0%
Q2 2018$26,000
-83.8%
172
-83.6%
0.00%
-81.8%
Q1 2018$160,000
+113.3%
1,048
+120.2%
0.01%
+83.3%
Q4 2017$75,000
+44.2%
476
+36.4%
0.01%
+20.0%
Q3 2017$52,000
+300.0%
349
+275.3%
0.01%
+400.0%
Q2 2017$13,000
+44.4%
93
+32.9%
0.00%0.0%
Q1 2017$9,000700.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 92,345$5,604,0003.94%
Brand Asset Management Group, Inc. 71,401$4,333,0002.09%
Equitable Holdings, Inc. 754,868$45,813,0000.78%
West Coast Financial LLC 45,770$2,778,0000.45%
PACIFIC SUN FINANCIAL CORP 9,340$567,0000.33%
LANDAAS & CO /WI /ADV 8,466$514,0000.30%
Red Tortoise LLC 7,232$357,0000.28%
Karn, Couzens & Associates, Inc. 5,932$360,0000.27%
Cadent Capital Advisors, LLC 9,261$562,0000.25%
FLAGSTAR ADVISORS INC 10,889$661,0000.22%
View complete list of ISHARES TR shareholders