Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 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
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 2023
NameSharesValueWeighting ↓
Matrix Trust Co 302,342$29,886,0008.78%
SPC Financial, Inc. 129,282$12,780,0002.20%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 17,828$1,762,0001.29%
Equitable Holdings, Inc. 458,036$45,277,0001.17%
TAP Consulting, LLC 16,855$1,666,0000.66%
GenWealth Group, Inc. 17,234$1,740,0000.63%
Courage Miller Partners, LLC 8,066$780,0000.42%
Brand Asset Management Group, Inc. 6,610$653,0000.41%
AVANTAX ADVISORY SERVICES, INC. 178,568$17,657,0000.28%
Towerpoint Wealth, LLC 4,741$469,0000.26%
View complete list of ISHARES TR shareholders