Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 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$233,936
-5.9%
2,319
-1.1%
0.00%0.0%
Q2 2023$248,528
+3.2%
2,344
-2.5%
0.00%0.0%
Q1 2023$240,917
+24.3%
2,405
+19.7%
0.00%
+33.3%
Q4 2022$193,779
+16.7%
2,009
+1.4%
0.00%0.0%
Q3 2022$166,000
-34.4%
1,982
-31.1%
0.00%
-40.0%
Q2 2022$253,000
-16.5%
2,8750.0%0.01%0.0%
Q1 2022$303,000
-54.6%
2,875
-51.4%
0.01%
-50.0%
Q4 2021$667,000
+14.4%
5,916
+8.8%
0.01%0.0%
Q3 2021$583,000
-9.0%
5,436
-5.8%
0.01%
-9.1%
Q2 2021$641,000
-99.9%
5,773
-51.2%
0.01%0.0%
Q1 2021$1,250,352,000
+51397.2%
11,830
-52.7%
0.01%
-79.2%
Q4 2020$2,428,000
+93.8%
25,010
+233.6%
0.05%
+65.6%
Q3 2020$1,253,000
+20.2%
7,498
+8.5%
0.03%
+6.7%
Q2 2020$1,042,000
+25.4%
6,912
+3.2%
0.03%0.0%
Q1 2020$831,000
+21.3%
6,697
+63.9%
0.03%
+50.0%
Q4 2019$685,000
+43.0%
4,086
+35.3%
0.02%
+25.0%
Q3 2019$479,000
+32.7%
3,020
+32.2%
0.02%
+23.1%
Q2 2019$361,000
-75.6%
2,284
-75.9%
0.01%
-81.7%
Q3 2018$1,479,000
+11.4%
9,470
+2.5%
0.07%
-10.1%
Q2 2018$1,328,000
-17.6%
9,240
-16.9%
0.08%
-28.2%
Q1 2018$1,611,000
+4.1%
11,113
+5.8%
0.11%
-6.8%
Q4 2017$1,548,000
+11.6%
10,507
+4.9%
0.12%
-16.3%
Q3 2017$1,387,000
-12.8%
10,014
-17.3%
0.14%
-21.2%
Q2 2017$1,591,000
-54.4%
12,104
-56.3%
0.18%
-66.1%
Q1 2017$3,490,00027,7170.53%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 180,977$20,110,0004.37%
MORGAN JESS S & CO INC 42,600$4,734,0003.11%
First Citizens Financial Corp 36,601$4,067,0003.08%
MinichMacGregor Wealth Management, LLC 76,514$8,502,0002.98%
MAGNOLIA CAPITAL MANAGEMENT LTD 24,816$2,758,0002.66%
Modus Advisors, LLC 43,988$4,888,0002.06%
Cadent Capital Advisors, LLC 37,856$4,207,0001.75%
Kesler, Norman & Wride, LLC 55,576$6,259,0001.44%
PLANNING DIRECTIONS INC 14,943$1,660,0001.21%
Frank, Rimerman Advisors LLC 26,416$2,935,3461.15%
View complete list of ISHARES TR shareholders