Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,429,104
-10.1%
10,391
-4.0%
0.04%
-9.8%
Q2 2023$2,703,052
+90.2%
10,820
+73.5%
0.04%
+78.3%
Q1 2023$1,421,038
+33.0%
6,237
+24.6%
0.02%
+27.8%
Q4 2022$1,068,604
-14.9%
5,004
-21.7%
0.02%
-21.7%
Q3 2022$1,256,000
+217.2%
6,390
+243.2%
0.02%
+228.6%
Q2 2022$396,000
-61.6%
1,862
-51.3%
0.01%
-56.2%
Q1 2022$1,032,000
+22.3%
3,824
+25.3%
0.02%
+23.1%
Q4 2021$844,000
+41.4%
3,051
+24.2%
0.01%
+30.0%
Q3 2021$597,000
-39.7%
2,456
-35.5%
0.01%
-41.2%
Q2 2021$990,000
-99.9%
3,808
-50.1%
0.02%0.0%
Q1 2021$1,965,716,000
+438675.9%
7,630
+275.3%
0.02%
+70.0%
Q4 2020$448,000
+11.2%
2,033
+0.2%
0.01%0.0%
Q3 2020$403,000
+1450.0%
2,028
+1183.5%
0.01%
+900.0%
Q2 2020$26,000
+30.0%
158
+9.0%
0.00%0.0%
Q1 2020$20,000
-95.5%
145
-93.7%
0.00%
-92.3%
Q4 2019$447,000
+8.0%
2,289
+2.7%
0.01%
-7.1%
Q3 2019$414,000
-35.5%
2,229
-34.7%
0.01%
-41.7%
Q2 2019$642,000
+100.6%
3,412
+99.5%
0.02%
+71.4%
Q1 2019$320,000
+14.7%
1,710
+1.0%
0.01%0.0%
Q4 2018$279,000
-14.4%
1,693
+6.3%
0.01%
-12.5%
Q3 2018$326,000
+14.0%
1,593
+3.6%
0.02%
-5.9%
Q2 2018$286,0001,5380.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders