Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,922,443
-4.3%
275,781
-0.6%
0.31%
-1.9%
Q2 2023$20,818,522
-5.2%
277,580
-9.6%
0.31%
-11.1%
Q1 2023$21,949,346
+6.6%
306,941
+1.8%
0.35%
+0.3%
Q4 2022$20,592,050
+17.1%
301,494
+8.1%
0.35%
+6.4%
Q3 2022$17,583,000
+0.7%
279,010
+1.9%
0.33%
+2.8%
Q2 2022$17,453,000
-19.4%
273,851
-2.2%
0.32%
-4.5%
Q1 2022$21,643,000
-8.8%
280,098
+0.7%
0.34%
-7.2%
Q4 2021$23,723,000
+7.1%
278,239
-0.6%
0.36%
-5.2%
Q3 2021$22,159,000
-2.8%
279,819
-0.7%
0.38%
-1.3%
Q2 2021$22,808,000
-100.0%
281,824
-60.1%
0.39%
-20.7%
Q1 2021$55,386,984,000
+259275.2%
706,738
+139.0%
0.49%
+5.2%
Q4 2020$21,354,000
+18.9%
295,682
+293.7%
0.46%
+2.2%
Q3 2020$17,965,000
+3.6%
75,109
-2.9%
0.45%
-8.3%
Q2 2020$17,335,000
+20.2%
77,383
-4.2%
0.49%
-6.4%
Q1 2020$14,416,000
-37.2%
80,782
-16.2%
0.53%
-22.2%
Q4 2019$22,966,000
+6.8%
96,452
+0.4%
0.68%
-6.2%
Q3 2019$21,501,000
+2.1%
96,046
+3.2%
0.72%
-6.3%
Q2 2019$21,055,000
+2.8%
93,052
-0.5%
0.77%
-11.0%
Q1 2019$20,489,000
+18.2%
93,518
+3.2%
0.87%
+3.0%
Q4 2018$17,328,000
+22.9%
90,616
+49.7%
0.84%
+25.4%
Q3 2018$14,104,000
+7.6%
60,547
+3.9%
0.67%
-13.9%
Q2 2018$13,104,000
+7.5%
58,295
+4.4%
0.78%
-6.3%
Q1 2018$12,191,000
+15.3%
55,838
+14.0%
0.84%
+3.3%
Q4 2017$10,571,000
+12.0%
48,978
+5.0%
0.81%
-15.9%
Q3 2017$9,440,000
+6.0%
46,650
+3.0%
0.96%
-3.9%
Q2 2017$8,905,000
+6.7%
45,295
+3.6%
1.00%
-20.8%
Q1 2017$8,345,000
+772.0%
43,713
+731.7%
1.26%
+188.8%
Q4 2016$957,0005,2560.44%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders