Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,981,549
-6.3%
15,986
+0.6%
0.05%
-4.2%
Q2 2023$3,181,807
+27.7%
15,886
+27.0%
0.05%
+20.0%
Q1 2023$2,491,172
-0.9%
12,504
+0.9%
0.04%
-7.0%
Q4 2022$2,513,458
+11.9%
12,395
-0.7%
0.04%
+2.4%
Q3 2022$2,246,000
-3.6%
12,488
+4.4%
0.04%
-2.3%
Q2 2022$2,331,000
+7.5%
11,957
+10.5%
0.04%
+26.5%
Q1 2022$2,168,000
+1926.2%
10,821
+1915.1%
0.03%
+1600.0%
Q4 2021$107,000
+8.1%
537
-2.7%
0.00%0.0%
Q3 2021$99,000
-2.9%
5520.0%0.00%0.0%
Q2 2021$102,000
-99.9%
552
-49.3%
0.00%0.0%
Q1 2021$192,566,000
+173382.9%
1,088
+69.5%
0.00%0.0%
Q4 2020$111,000
+22.0%
642
+5.8%
0.00%0.0%
Q3 2020$91,000
-90.5%
607
-91.9%
0.00%
-92.6%
Q2 2020$958,000
+23.0%
7,513
+4.3%
0.03%
-6.9%
Q1 2020$779,000
-6.7%
7,200
+14.8%
0.03%
+16.0%
Q4 2019$835,000
+8.7%
6,271
+3.3%
0.02%
-3.8%
Q3 2019$768,000
+5.1%
6,073
+0.9%
0.03%
-3.7%
Q2 2019$731,000
+1.8%
6,020
+0.1%
0.03%
-10.0%
Q1 2019$718,000
+12.9%
6,011
+0.5%
0.03%
-3.2%
Q4 2018$636,000
-7.4%
5,980
+3.4%
0.03%
-6.1%
Q3 2018$687,000
+6.0%
5,782
+5.5%
0.03%
-15.4%
Q2 2018$648,000
+15.9%
5,481
+16.6%
0.04%
+2.6%
Q1 2018$559,000
+132.9%
4,702
+147.7%
0.04%
+111.1%
Q4 2017$240,000
+155.3%
1,898
+143.6%
0.02%
+80.0%
Q3 2017$94,000
+526.7%
779
+499.2%
0.01%
+400.0%
Q2 2017$15,0000.0%1300.0%0.00%0.0%
Q1 2017$15,0001300.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders