Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,739,200
-7.1%
25,978
-1.3%
0.03%
-3.6%
Q2 2023$1,872,815
+573.0%
26,316
+511.9%
0.03%
+600.0%
Q1 2023$278,260
-23.0%
4,301
-32.2%
0.00%
-33.3%
Q4 2022$361,422
+6.9%
6,345
+9.2%
0.01%0.0%
Q3 2022$338,000
+28.5%
5,812
+25.5%
0.01%
+20.0%
Q2 2022$263,000
-82.6%
4,631
-77.0%
0.01%
-78.3%
Q1 2022$1,514,000
-73.0%
20,173
-69.7%
0.02%
-72.9%
Q4 2021$5,601,000
+8.6%
66,673
-0.1%
0.08%
-4.5%
Q3 2021$5,158,000
+3.0%
66,712
+3.4%
0.09%
+4.7%
Q2 2021$5,008,000
-99.9%
64,528
-47.3%
0.08%
+4.9%
Q1 2021$9,162,934,000
+394683.9%
122,450
+271.9%
0.08%
+62.0%
Q4 2020$2,321,000
+8.8%
32,925
+285.7%
0.05%
-7.4%
Q3 2020$2,134,000
+18.8%
8,536
+4.1%
0.05%
+5.9%
Q2 2020$1,796,000
+66.6%
8,201
+34.8%
0.05%
+30.8%
Q1 2020$1,078,000
-18.5%
6,085
+4.9%
0.04%0.0%
Q4 2019$1,323,000
+40.9%
5,801
+34.3%
0.04%
+21.9%
Q3 2019$939,000
+29.9%
4,320
+29.9%
0.03%
+18.5%
Q2 2019$723,000
+1168.4%
3,325
+1140.7%
0.03%
+800.0%
Q3 2018$57,000
+9.6%
2680.0%0.00%0.0%
Q2 2018$52,000
+8.3%
2680.0%0.00%0.0%
Q1 2018$48,000
+152.6%
268
+152.8%
0.00%
+200.0%
Q4 2017$19,000
+11.8%
1060.0%0.00%
-50.0%
Q3 2017$17,0000.0%1060.0%0.00%0.0%
Q2 2017$17,0000.0%1060.0%0.00%
-33.3%
Q1 2017$17,0001060.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders