Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 273 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,186,066
-6.1%
22,905
-2.6%
0.10%
-4.0%
Q2 2023$6,589,131
-3.6%
23,511
-6.0%
0.10%
-9.2%
Q1 2023$6,832,465
-17.2%
25,022
-14.0%
0.11%
-22.1%
Q4 2022$8,250,648
+26.4%
29,081
+12.7%
0.14%
+14.8%
Q3 2022$6,528,000
+33.5%
25,804
+41.9%
0.12%
+35.6%
Q2 2022$4,889,000
-4.2%
18,179
+2.9%
0.09%
+13.9%
Q1 2022$5,104,000
-46.9%
17,674
-44.7%
0.08%
-45.9%
Q4 2021$9,605,000
+14.7%
31,976
+5.4%
0.15%
+1.4%
Q3 2021$8,373,000
+4.7%
30,345
+3.5%
0.14%
+6.7%
Q2 2021$7,997,000
-100.0%
29,308
-53.9%
0.14%
-4.3%
Q1 2021$16,041,818,000
+457192.4%
63,548
+345.5%
0.14%
+85.5%
Q4 2020$3,508,000
+10.9%
14,265
+2.4%
0.08%
-5.0%
Q3 2020$3,164,000
+16.8%
13,926
+10.8%
0.08%
+3.9%
Q2 2020$2,709,000
+29.2%
12,565
+12.5%
0.08%0.0%
Q1 2020$2,096,000
-16.6%
11,165
-4.2%
0.08%
+4.1%
Q4 2019$2,513,000
+29.0%
11,651
+13.0%
0.07%
+12.1%
Q3 2019$1,948,000
-2.2%
10,307
+1.1%
0.07%
-9.6%
Q2 2019$1,991,000
+100.7%
10,196
+99.0%
0.07%
+73.8%
Q1 2019$992,000
+9.9%
5,123
+2.5%
0.04%
-4.5%
Q4 2018$903,000
+4.5%
4,999
+17.5%
0.04%
+7.3%
Q3 2018$864,000
+113.3%
4,256
+87.3%
0.04%
+70.8%
Q2 2018$405,000
+105.6%
2,272
+98.3%
0.02%
+84.6%
Q1 2018$197,000
+7.1%
1,146
+8.4%
0.01%
-7.1%
Q4 2017$184,000
+67.3%
1,057
+65.2%
0.01%
+27.3%
Q3 2017$110,000
+3.8%
640
+0.2%
0.01%
-8.3%
Q2 2017$106,000
+7.1%
6390.0%0.01%
-20.0%
Q1 2017$99,0006390.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders