Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$457,991
-1.4%
2,962
+0.7%
0.01%0.0%
Q2 2023$464,437
+7.8%
2,940
+3.0%
0.01%0.0%
Q1 2023$430,797
-1.7%
2,854
+2.6%
0.01%0.0%
Q4 2022$438,191
+26.3%
2,782
+13.3%
0.01%
+16.7%
Q3 2022$347,000
-3.9%
2,456
+0.9%
0.01%
-14.3%
Q2 2022$361,000
-18.9%
2,435
-1.3%
0.01%0.0%
Q1 2022$445,000
-73.0%
2,467
-71.1%
0.01%
-72.0%
Q4 2021$1,650,000
+3.9%
8,544
+1.2%
0.02%
-7.4%
Q3 2021$1,588,000
+3.7%
8,441
+2.2%
0.03%
+3.8%
Q2 2021$1,531,000
-99.9%
8,263
-41.0%
0.03%
+23.8%
Q1 2021$2,398,294,000
+77842.6%
14,002
-31.7%
0.02%
-68.7%
Q4 2020$3,077,000
-18.6%
20,504
-33.8%
0.07%
-29.5%
Q3 2020$3,780,000
+4.7%
30,981
+2.5%
0.10%
-7.8%
Q2 2020$3,611,000
+77.9%
30,239
+52.9%
0.10%
+39.2%
Q1 2020$2,030,000
-29.7%
19,776
+4.0%
0.07%
-12.9%
Q4 2019$2,887,000
+11.8%
19,017
+0.5%
0.08%
-2.3%
Q3 2019$2,582,000
-20.4%
18,927
-21.9%
0.09%
-26.9%
Q2 2019$3,243,000
+0.1%
24,224
-6.7%
0.12%
-13.1%
Q1 2019$3,239,000
+11.5%
25,957
+0.3%
0.14%
-3.5%
Q4 2018$2,906,000
-13.8%
25,892
+2.3%
0.14%
-11.8%
Q3 2018$3,373,000
+8.5%
25,302
+5.5%
0.16%
-13.4%
Q2 2018$3,109,000
+59.7%
23,986
+61.3%
0.19%
+39.8%
Q1 2018$1,947,000
+95.5%
14,871
+94.7%
0.13%
+75.0%
Q4 2017$996,000
+138.8%
7,639
+119.4%
0.08%
+81.0%
Q3 2017$417,000
+2878.6%
3,482
+2578.5%
0.04%
+2000.0%
Q2 2017$14,0000.0%1300.0%0.00%0.0%
Q1 2017$14,0001300.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 21,952$3,313,9409.53%
Kozak & Associates, Inc. 65,014$9,814,4834.41%
VALLEY FINANCIAL MANAGEMENT, INC. 37,383$5,643,3383.49%
SAM Advisors, LLC 38,816$5,859,6632.63%
Snider Financial Group 30,327$4,578,2262.44%
RiverFront Investment Group, LLC 439,196$66,301,1522.34%
ARKANSAS FINANCIAL GROUP, INC. 45,791$6,912,6281.44%
Financial Freedom, LLC 12,171$1,837,3611.34%
Vahanian & Associates Financial Planning Inc. 3,095$467,2211.30%
Quantitative Advantage, LLC 58,787$8,874,4411.29%
View complete list of ISHARES TR shareholders