Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 76 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,430
+4.4%
3,218
+7.3%
0.00%0.0%
Q2 2023$199,560
+4.1%
3,0000.0%0.00%0.0%
Q1 2023$191,700
+1.1%
3,0000.0%0.00%0.0%
Q4 2022$189,690
+12.2%
3,0000.0%0.00%0.0%
Q3 2022$169,000
-6.6%
3,0000.0%0.00%0.0%
Q2 2022$181,000
-12.1%
3,0000.0%0.00%0.0%
Q1 2022$206,000
-1.4%
3,0000.0%0.00%0.0%
Q4 2021$209,000
+9.4%
3,0000.0%0.00%0.0%
Q3 2021$191,000
-1.5%
3,0000.0%0.00%0.0%
Q2 2021$194,000
-99.9%
3,0000.0%0.00%0.0%
Q1 2021$368,520,000
+252311.0%
3,000
+130.8%
0.00%0.0%
Q4 2020$146,000
+13.2%
1,3000.0%0.00%0.0%
Q3 2020$129,000
+2.4%
1,3000.0%0.00%
-25.0%
Q2 2020$126,000
+12.5%
1,3000.0%0.00%0.0%
Q1 2020$112,000
-26.3%
1,3000.0%0.00%0.0%
Q4 2019$152,0001,3000.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Matrix Trust Co 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders