Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 119 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$55,657
+41.6%
2,613
+46.9%
0.00%0.0%
Q2 2023$39,316
-97.6%
1,779
-97.5%
0.00%
-96.2%
Q1 2023$1,634,355
+39.8%
70,568
+35.4%
0.03%
+30.0%
Q4 2022$1,168,760
-19.0%
52,107
-24.6%
0.02%
-25.9%
Q3 2022$1,443,000
+137.7%
69,133
+186.3%
0.03%
+145.5%
Q2 2022$607,000
-70.0%
24,149
-64.3%
0.01%
-64.5%
Q1 2022$2,024,000
+22388.9%
67,727
+25361.3%
0.03%
Q4 2021$9,000
+800.0%
266
+504.5%
0.00%
Q3 2021$1,0000.0%44
+2.3%
0.00%
Q2 2021$1,000
-100.0%
43
-50.0%
0.00%
Q1 2021$2,782,000
+278100.0%
86
+100.0%
0.00%
Q4 2020$1,0000.0%43
+2.4%
0.00%
Q3 2020$1,0000.0%420.0%0.00%
Q2 2020$1,0000.0%42
+2.4%
0.00%
Q1 2020$1,0000.0%410.0%0.00%
Q4 2019$1,0000.0%410.0%0.00%
Q3 2019$1,0000.0%410.0%0.00%
Q2 2019$1,000
-93.8%
41
-92.1%
0.00%
-100.0%
Q3 2018$16,000
+14.3%
521
-0.2%
0.00%0.0%
Q2 2018$14,000
+1300.0%
522
+1086.4%
0.00%
Q1 2018$1,0000.0%440.0%0.00%
Q4 2017$1,000
-50.0%
44
-44.3%
0.00%
Q3 2017$2,0000.0%790.0%0.00%
Q2 2017$2,000
-97.7%
79
-97.1%
0.00%
-100.0%
Q1 2017$88,0002,7520.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
United Asset Strategies, Inc. 95,185$2,830,0001.94%
TOTH FINANCIAL ADVISORY CORP 97,586$2,901,0001.23%
OLD SECOND NATIONAL BANK OF AURORA 93,433$2,778,0001.14%
CINQUE PARTNERS LLC 63,058$1,875,0000.96%
CHEMUNG CANAL TRUST CO 88,487$2,631,0000.54%
MONROE BANK & TRUST/MI 45,971$1,367,0000.53%
Patriot Wealth Management, Inc. 61,381$1,825,0000.50%
Advisors Preferred, LLC 29,840$887,0000.49%
MASSMUTUAL TRUST CO FSB/ADV 14,190$421,869,0000.39%
WASHINGTON TRUST BANK 0$201,0000.36%
View complete list of ISHARES TR shareholders