Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 filers reported holding ISHARES TR in Q4 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$2,974
-6.1%
800.0%0.00%
Q2 2023$3,167
+293.9%
80
+300.0%
0.00%
Q1 2023$804
+2.7%
200.0%0.00%
Q4 2022$783
-87.0%
20
-86.8%
0.00%
Q3 2022$6,0000.0%1520.0%0.00%
Q2 2022$6,000
-14.3%
1520.0%0.00%
Q1 2022$7,000
-12.5%
1520.0%0.00%
Q4 2021$8,0000.0%1520.0%0.00%
Q3 2021$8,0000.0%1520.0%0.00%
Q2 2021$8,000
-100.0%
152
-88.9%
0.00%
-100.0%
Q1 2021$70,832,000
+208229.4%
1,364
+121.8%
0.00%0.0%
Q4 2020$34,000
+6.2%
615
+3.0%
0.00%0.0%
Q3 2020$32,000
+18.5%
597
+14.1%
0.00%0.0%
Q2 2020$27,000
-47.1%
523
-50.1%
0.00%
-50.0%
Q1 2020$51,000
-94.0%
1,049
-93.8%
0.00%
-92.0%
Q4 2019$851,000
+14.7%
16,974
+15.3%
0.02%0.0%
Q3 2019$742,000
+8.8%
14,720
+9.6%
0.02%0.0%
Q2 2019$682,000
+12.0%
13,426
+8.0%
0.02%
-3.8%
Q1 2019$609,000
+37.2%
12,436
+35.7%
0.03%
+18.2%
Q4 2018$444,000
+8.3%
9,161
+7.7%
0.02%
+10.0%
Q3 2018$410,000
+2.5%
8,507
+4.6%
0.02%
-16.7%
Q2 2018$400,000
+2.6%
8,131
+7.5%
0.02%
-11.1%
Q1 2018$390,000
+1292.9%
7,562
+1245.6%
0.03%
+1250.0%
Q4 2017$28,000
-3.4%
562
-6.3%
0.00%
-33.3%
Q3 2017$29,000
-21.6%
600
+53.8%
0.00%
-25.0%
Q2 2017$37,000
+208.3%
390
+195.5%
0.00%
+100.0%
Q1 2017$12,0001320.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Wilshire Advisors LLC 100,183$5,144,00013.70%
Perella Weinberg Partners Capital Management LP 829,268$42,583,0006.48%
Checchi Capital Advisers, LLC 827,527$42,494,0004.21%
Inscription Capital, LLC 242,085$12,431,0003.90%
LEUTHOLD GROUP, LLC 392,144$20,137,0002.47%
Money Design Co.,Ltd. 455,703$23,400,0001.93%
Omega Financial Group, LLC 74,410$3,821,0001.82%
Financial Advisors Network, Inc. 154,051$7,864,0001.81%
Family Firm, Inc. 121,688$6,244,0001.64%
Financial Engines Advisors L.L.C. 10,316,051$529,729,0001.56%
View complete list of ISHARES TR shareholders