Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$590,951
-5.2%
10,217
+1.9%
0.01%0.0%
Q2 2023$623,455
+9.1%
10,025
-4.7%
0.01%0.0%
Q1 2023$571,595
+12.7%
10,515
-7.1%
0.01%0.0%
Q4 2022$507,162
-21.6%
11,313
-26.2%
0.01%
-25.0%
Q3 2022$647,000
-35.9%
15,338
-30.6%
0.01%
-36.8%
Q2 2022$1,010,000
-59.1%
22,108
-48.0%
0.02%
-50.0%
Q1 2022$2,468,000
-62.2%
42,546
-58.0%
0.04%
-61.6%
Q4 2021$6,530,000
-0.9%
101,417
-12.8%
0.10%
-12.4%
Q3 2021$6,588,000
+40.8%
116,274
+738.8%
0.11%
+43.0%
Q2 2021$4,679,000
-100.0%
13,862
-70.2%
0.08%
-37.3%
Q1 2021$14,301,208,000
+209134.9%
46,474
+104.0%
0.13%
-14.9%
Q4 2020$6,835,000
+11.8%
22,778
-1.8%
0.15%
-3.9%
Q3 2020$6,114,000
+166.3%
23,188
+137.8%
0.15%
+136.9%
Q2 2020$2,296,000
+31.9%
9,750
+2.1%
0.06%
+1.6%
Q1 2020$1,741,000
-19.2%
9,548
-6.7%
0.06%0.0%
Q4 2019$2,155,000
+36.7%
10,238
+20.1%
0.06%
+20.8%
Q3 2019$1,577,000
+82.3%
8,526
+77.0%
0.05%
+65.6%
Q2 2019$865,000
+1135.7%
4,818
+1104.5%
0.03%
+966.7%
Q3 2018$70,000
+6.1%
4000.0%0.00%
-25.0%
Q2 2018$66,0004000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
B, B, H, & B INC. 107,809$6,942,0005.79%
Goodwin Investment Advisory 79,083$5,099,0003.82%
OmniStar Financial Group, Inc. 47,931$3,086,0003.16%
MA Private Wealth 266,644$17,169,0003.08%
ONE Advisory Partners, LLC 78,450$5,051,0002.88%
HawsGoodwin Investment Management LLC 146,314$9,421,0002.74%
Keystone Financial Services 78,003$5,022,0002.58%
4J Wealth Management LLC 47,459$3,056,0002.57%
Outlook Wealth Advisors, LLC 131,574$8,472,0002.49%
PATTEN & PATTEN INC/TN 557,157$35,875,0002.48%
View complete list of ISHARES TR shareholders