Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,160
-86.7%
150
-85.0%
0.00%
-100.0%
Q4 2021$54,000
+3.8%
1,0000.0%0.00%0.0%
Q3 2021$52,000
-11.9%
1,000
-9.1%
0.00%0.0%
Q2 2021$59,000
-100.0%
1,100
-56.9%
0.00%0.0%
Q1 2021$128,112,000
+158063.0%
2,550
+51.2%
0.00%
-50.0%
Q4 2020$81,000
+14.1%
1,6870.0%0.00%0.0%
Q3 2020$71,000
+4.4%
1,6870.0%0.00%0.0%
Q2 2020$68,000
-20.9%
1,687
-30.8%
0.00%
-33.3%
Q1 2020$86,000
-38.1%
2,437
-17.7%
0.00%
-25.0%
Q4 2019$139,000
-33.8%
2,962
-39.0%
0.00%
-42.9%
Q3 2019$210,000
-22.5%
4,859
-21.1%
0.01%
-30.0%
Q2 2019$271,000
-36.4%
6,159
-37.3%
0.01%
-44.4%
Q1 2019$426,000
+3.4%
9,830
-6.8%
0.02%
-10.0%
Q4 2018$412,000
-19.7%
10,544
-7.4%
0.02%
-16.7%
Q3 2018$513,000
+2750.0%
11,392
+2705.9%
0.02%
+2300.0%
Q2 2018$18,0000.0%4060.0%0.00%0.0%
Q1 2018$18,000
-5.3%
4060.0%0.00%0.0%
Q4 2017$19,0000.0%4060.0%0.00%
-50.0%
Q3 2017$19,000
+11.8%
4060.0%0.00%0.0%
Q2 2017$17,000
+6.2%
4060.0%0.00%0.0%
Q1 2017$16,0004060.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. (NB/CA) 90,793$3,431,0004.05%
Stelac Advisory Services LLC 272,864$10,312,0003.16%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 67,243$2,541,0002.44%
CKW FINANCIAL GROUP 169,232$6,395,0002.28%
Round Table Services, LLC 101,511$3,836,0002.16%
Palisades Hudson Asset Management, L.P. 58,177$2,199,0001.79%
Lattice Strategies LLC 55,806$2,109,0001.65%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 116,284$4,394,0001.58%
Risk Paradigm Group, LLC 25,404$960,017,0001.30%
Ironwood Financial, llc 37,814$1,429,0001.07%
View complete list of ISHARES TR shareholders