Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 197 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 4.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$182,288
-87.1%
4,391
-86.6%
0.00%
-87.5%
Q1 2024$1,409,558
+28.3%
32,819
+16.8%
0.02%
+6.7%
Q4 2023$1,099,037
+5416.1%
28,101
+5399.2%
0.02%
Q4 2022$19,924
+896.2%
511
+751.7%
0.00%
Q3 2022$2,000
-77.8%
60
-77.5%
0.00%
Q2 2022$9,000
-98.8%
267
-98.8%
0.00%
-100.0%
Q1 2022$775,000
+31.1%
21,434
-0.2%
0.01%
+33.3%
Q4 2021$591,000
+2.4%
21,4760.0%0.01%
-10.0%
Q3 2021$577,000
+1.1%
21,4760.0%0.01%0.0%
Q2 2021$571,000
-99.9%
21,476
-49.5%
0.01%
+11.1%
Q1 2021$1,048,562,000
+242622.7%
42,538
+100.0%
0.01%0.0%
Q4 2020$432,000
+14300.0%
21,269
+12635.9%
0.01%
Q3 2020$3,000
-50.0%
167
+2.5%
0.00%
Q3 2018$6,0000.0%1630.0%0.00%
Q2 2018$6,000
+20.0%
163
+1.2%
0.00%
Q1 2018$5,0001610.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Verger Capital Management LLC 510,685$19,972,87811.15%
Versant Capital Management, Inc 375,997$14,705,2614.38%
Sterling Manor Financial, LLC 95,042$3,717,0923.15%
MFA WEALTH ADVISORS, LLC 237,434$9,286,0482.61%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 206,360$8,070,7402.45%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
Fiduciary Planning LLC 123,951$4,847,7242.06%
Derbend Asset Management 90,960$3,557,4502.06%
Van Cleef Asset Management,Inc 304,122$11,894,2121.67%
Ayalon Insurance Comp Ltd. 108,710$4,2521.54%
View complete list of ISHARES TR shareholders