Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 244 filers reported holding ISHARES TR in Q2 2023. 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
Q2 2024$1,300,141
-30.9%
19,774
-29.0%
0.01%
-33.3%
Q1 2024$1,882,278
+8.3%
27,832
+207.1%
0.02%
-8.7%
Q4 2023$1,737,659
-41.7%
9,064
-43.3%
0.02%
-50.0%
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 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 106,419$21,201,8577.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 177,517$35,366,7217.00%
Genesee Capital Advisors, LLC 45,051$8,975,5766.38%
Capitol Family Office, Inc. 14,405$2,869,9745.66%
Kaye Capital Management 52,309$10,421,4415.31%
D. SCOTT NEAL, INC. 42,938$8,554,5714.78%
WealthCare Investment Partners, LLC 37,327$7,436,6004.50%
PGIM Custom Harvest LLC 466,830$93,006,6183.86%
Millington Financial Advisors, LLC 16,824$3,351,8893.10%
Systelligence, LLC 59,208$11,796,0103.03%
View complete list of ISHARES TR shareholders