Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 82 filers reported holding ISHARES TR in Q4 2020. 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$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 Q4 2020
NameSharesValueWeighting ↓
Matrix Trust Co 318,038$27,542,0007.44%
SPC Financial, Inc. 121,342$10,508,0002.68%
VisionPoint Advisory Group, LLC 39,044$3,381,0001.58%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 16,644$1,441,0001.49%
Equitable Holdings, Inc. 412,536$35,726,0001.28%
TAP Consulting, LLC 16,987$1,471,0000.99%
GenWealth Group, Inc. 19,678$1,704,0000.74%
Courage Miller Partners, LLC 8,275$716,0000.44%
Brand Asset Management Group, Inc. 6,610$572,0000.42%
Towerpoint Wealth, LLC 5,590$484,0000.38%
View complete list of ISHARES TR shareholders