Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 filers reported holding ISHARES TR in Q1 2022. 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$101,886
-5.7%
963
-4.7%
0.00%0.0%
Q2 2023$108,036
+9.2%
1,010
+10.5%
0.00%0.0%
Q1 2023$98,922
+2633.4%
914
+2588.2%
0.00%
Q4 2022$3,619
-9.5%
340.0%0.00%
Q3 2022$4,0000.0%340.0%0.00%
Q2 2022$4,0000.0%340.0%0.00%
Q1 2022$4,0000.0%340.0%0.00%
Q4 2021$4,0000.0%340.0%0.00%
Q3 2021$4,000
-89.7%
34
-89.8%
0.00%
-100.0%
Q2 2021$39,000
-100.0%
332
-54.1%
0.00%0.0%
Q1 2021$85,236,000
+163815.4%
724
+67.6%
0.00%0.0%
Q4 2020$52,000
+30.0%
432
+30.1%
0.00%0.0%
Q3 2020$40,000
-27.3%
332
-27.0%
0.00%
-50.0%
Q2 2020$55,000
+10.0%
455
+7.8%
0.00%0.0%
Q1 2020$50,000
+4.2%
422
-0.2%
0.00%
+100.0%
Q4 2019$48,000
-2.0%
4230.0%0.00%
-50.0%
Q3 2019$49,000
+2.1%
4230.0%0.00%0.0%
Q2 2019$48,000
-46.7%
423
-47.7%
0.00%
-50.0%
Q3 2018$90,000
-21.7%
809
-21.3%
0.00%
-42.9%
Q2 2018$115,000
-48.2%
1,028
-48.2%
0.01%
-53.3%
Q1 2018$222,000
-46.8%
1,986
-46.2%
0.02%
-53.1%
Q4 2017$417,000
-32.0%
3,692
-31.6%
0.03%
-48.4%
Q3 2017$613,000
-10.2%
5,394
-10.3%
0.06%
-19.5%
Q2 2017$683,000
+68200.0%
6,012
+35264.7%
0.08%
Q1 2017$1,000
-99.4%
17
-98.8%
0.00%
-100.0%
Q4 2016$162,0001,4390.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders