Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

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$12,000780.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TLWM 288,392$70,673,11918.73%
Family Firm, Inc. 218,999$53,667,95715.07%
SCS Capital Management LLC 2,162,657$532,161,97814.18%
Strategic Equity Management 150,551$36,894,07413.90%
FFT WEALTH MANAGEMENT LLC 427,174$104,683,19313.48%
Wind River Trust Co 124,692$30,557,02213.17%
LGL PARTNERS, LLC 302,003$74,008,87812.98%
PITCAIRN CO 541,161$132,616,91511.31%
HANTZ FINANCIAL SERVICES, INC. 113,820$27,8939.29%
SENTINEL TRUST CO LBA 263,702$64,6239.16%
View complete list of ISHARES TR shareholders