Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$403,858
+58.4%
4,900
+63.3%
0.01%
+50.0%
Q2 2023$254,970
+2.0%
3,0000.0%0.00%0.0%
Q1 2023$250,080
-2.8%
3,000
-1.0%
0.00%0.0%
Q4 2022$257,271
+12.8%
3,031
+0.2%
0.00%0.0%
Q3 2022$228,000
-6.9%
3,0250.0%0.00%0.0%
Q2 2022$245,000
+178.4%
3,025
+202.5%
0.00%
+300.0%
Q1 2022$88,000
-2.2%
1,0000.0%0.00%0.0%
Q4 2021$90,000
+7.1%
1,0000.0%0.00%0.0%
Q3 2021$84,000
+27.3%
1,000
+25.0%
0.00%0.0%
Q2 2021$66,000
-100.0%
800
-87.9%
0.00%
-75.0%
Q1 2021$509,212,000
+834673.8%
6,608
+726.0%
0.00%
+300.0%
Q4 2020$61,000
+7.0%
8000.0%0.00%0.0%
Q3 2020$57,000
-61.2%
800
-62.6%
0.00%
-75.0%
Q2 2020$147,000
+13.1%
2,1390.0%0.00%
-20.0%
Q1 2020$130,000
-53.1%
2,139
-47.0%
0.01%
-37.5%
Q4 2019$277,000
-0.4%
4,039
-11.3%
0.01%
-11.1%
Q3 2019$278,000
+93.1%
4,556
+94.5%
0.01%
+80.0%
Q2 2019$144,000
+128.6%
2,342
+134.2%
0.01%
+66.7%
Q3 2018$63,000
+472.7%
1,000
+400.0%
0.00%
+200.0%
Q2 2018$11,0002000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Capricorn Fund Managers Ltd 283,044$24,800,0006.05%
Danda Trouve Investment Management, Inc. 48,965$4,290,0005.37%
Clarity Wealth Advisors, LLC 59,402$5,204,0002.47%
First International Bank & Trust 67,734$5,934,0002.02%
FCA CORP /TX 50,641$4,437,0001.55%
Money Design Co.,Ltd. 167,929$14,714,0001.00%
Ahrens Investment Partners LLC 33,440$2,930,0000.92%
Ayalon Insurance Comp Ltd. 22,100$1,936,0000.66%
Richard Bernstein Advisors LLC 380,497$33,092,0000.65%
Anfield Capital Management, LLC 20,287$1,778,0000.65%
View complete list of ISHARES TR shareholders