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 Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2021
NameSharesValueWeighting ↓
Verger Capital Management LLC 367,590$13,288,00010.42%
Black Swift Group, LLC 401,235$14,505,0005.72%
Versant Capital Management, Inc 425,690$15,389,0004.91%
New Millennium Group LLC 148,918$5,383,0003.87%
MFA WEALTH ADVISORS, LLC 256,736$9,286,0002.96%
Snider Financial Group 113,960$4,120,0001.87%
Fort Point Capital Partners LLC 356,142$12,875,0001.80%
Money Design Co.,Ltd. 712,053$25,741,0001.74%
SFI Advisors, LLC 79,151$2,861,0001.74%
Van Cleef Asset Management,Inc 304,636$11,013,0001.59%
View complete list of ISHARES TR shareholders