Steward Partners Investment Advisory, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$329,361
-3.7%
1,3440.0%0.01%0.0%
Q2 2023$342,021
+8.9%
1,344
+0.7%
0.01%0.0%
Q1 2023$314,037
+6.7%
1,3340.0%0.01%0.0%
Q4 2022$294,387
+6.7%
1,3340.0%0.01%0.0%
Q3 2022$276,000
-2.5%
1,334
+2.3%
0.01%0.0%
Q2 2022$283,000
-17.3%
1,3040.0%0.01%0.0%
Q1 2022$342,000
-5.5%
1,3040.0%0.01%
-16.7%
Q4 2021$362,000
+9.0%
1,3040.0%0.01%0.0%
Q3 2021$332,000
-0.6%
1,3040.0%0.01%0.0%
Q2 2021$334,000
-100.0%
1,304
-60.9%
0.01%
-14.3%
Q1 2021$791,400,000
+274691.7%
3,336
+158.6%
0.01%
+16.7%
Q4 2020$288,000
+13.4%
1,290
-0.5%
0.01%0.0%
Q3 2020$254,000
+15.5%
1,297
+6.1%
0.01%0.0%
Q2 2020$220,000
+1592.3%
1,223
+1467.9%
0.01%
+500.0%
Q2 2018$13,000
+8.3%
780.0%0.00%0.0%
Q1 2018$12,0000.0%780.0%0.00%0.0%
Q4 2017$12,000–78–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
University of Pittsburgh - Of the Commonwealth System of Higher Education 126,991$28,024,37446.86%
Georgetown University 239,940$52,949,95920.50%
TLWM 221,324$48,841,72817.71%
HERON FINANCIAL GROUP, LLC 119,456$26,140,55617.46%
SCS Capital Management LLC 2,220,218$489,98214.41%
Family Firm, Inc. 218,170$48,145,82614.08%
Wind River Trust Co 124,692$27,517,03113.17%
PITCAIRN CO 585,535$129,215,86412.89%
AlphaCore Capital LLC 148,829$32,843,65212.74%
LGL PARTNERS, LLC 300,121$66,230,60812.00%
View complete list of ISHARES TR shareholders