Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 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$14,804
+3.2%
2000.0%0.00%
Q2 2023$14,339
+0.1%
2000.0%0.00%
Q1 2023$14,318
-1.6%
2000.0%0.00%
Q4 2022$14,550
+11.9%
2000.0%0.00%
Q3 2022$13,000
-13.3%
2000.0%0.00%
Q2 2022$15,000
-16.7%
2000.0%0.00%
Q1 2022$18,0000.0%2000.0%0.00%
Q4 2021$18,000
+5.9%
2000.0%0.00%
Q3 2021$17,0000.0%2000.0%0.00%
Q2 2021$17,000
-100.0%
200
-50.0%
0.00%
Q1 2021$34,102,000
+213037.5%
400
+100.0%
0.00%
Q4 2020$16,000
+23.1%
2000.0%0.00%
Q3 2020$13,000
+18.2%
2000.0%0.00%
Q2 2020$11,000
+22.2%
2000.0%0.00%
Q1 2020$9,000
-30.8%
2000.0%0.00%
Q4 2019$13,000
+18.2%
2000.0%0.00%
Q3 2019$11,0000.0%2000.0%0.00%
Q2 2019$11,000
-26.7%
2000.0%0.00%
-100.0%
Q3 2018$15,000
-6.2%
2000.0%0.00%0.0%
Q2 2018$16,000
+6.7%
2000.0%0.00%0.0%
Q1 2018$15,000
+7.1%
2000.0%0.00%0.0%
Q4 2017$14,000
+7.7%
2000.0%0.00%0.0%
Q3 2017$13,000
+8.3%
2000.0%0.00%0.0%
Q2 2017$12,000
+9.1%
2000.0%0.00%
-50.0%
Q1 2017$11,0002000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders