Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,397
-4.4%
220.0%0.00%
Q2 2023$1,462
+13.3%
22
+15.8%
0.00%
Q1 2023$1,290
+4.8%
190.0%0.00%
Q4 2022$1,231
-69.2%
19
-73.2%
0.00%
Q3 2022$4,000
-20.0%
710.0%0.00%
Q2 2022$5,000
-86.8%
71
-86.1%
0.00%
-100.0%
Q1 2022$38,000
-77.5%
512
-75.0%
0.00%
-66.7%
Q4 2021$169,000
-5.6%
2,047
-2.9%
0.00%0.0%
Q3 2021$179,000
+44.4%
2,109
+61.0%
0.00%
+50.0%
Q2 2021$124,000
-99.9%
1,310
-39.9%
0.00%0.0%
Q1 2021$201,998,000
+237544.7%
2,180
+130.0%
0.00%0.0%
Q4 2020$85,000
+32.8%
948
+13.5%
0.00%0.0%
Q3 2020$64,000
-33.3%
835
-40.0%
0.00%
-33.3%
Q2 2020$96,000
-2.0%
1,392
-16.0%
0.00%
-25.0%
Q1 2020$98,000
-16.2%
1,657
+4.1%
0.00%
+33.3%
Q4 2019$117,000
+6.4%
1,592
-4.3%
0.00%
-25.0%
Q3 2019$110,000
+0.9%
1,663
+6.2%
0.00%0.0%
Q2 2019$109,000
-3.5%
1,566
-2.2%
0.00%
-20.0%
Q3 2018$113,000
+13.0%
1,601
+15.0%
0.01%
-16.7%
Q2 2018$100,000
+5.3%
1,392
+13.5%
0.01%
-14.3%
Q1 2018$95,000
+126.2%
1,226
+120.1%
0.01%
+133.3%
Q4 2017$42,000
+50.0%
557
+41.7%
0.00%0.0%
Q3 2017$28,0003930.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 45,000$3,376,0009.13%
SUMITOMO LIFE INSURANCE CO 4,392,099$329,539,0008.15%
Analyst IMS Investment Management Services Ltd. 760,510$57,062,0005.06%
Strategic Point Investment Advisors, LLC 203,002$15,231,0003.48%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,156,0003.20%
OLD MISSION CAPITAL LLC 1,089,189$81,722,0002.30%
GFS Advisors, LLC 101,055$7,582,0001.60%
PICTET BANK & TRUST Ltd 33,450$2,510,0001.41%
ACIMA PRIVATE WEALTH, LLC 37,568$2,819,0001.30%
PROVIDA PENSION FUND ADMINISTRATOR 539,669$41,290,0751.28%
View complete list of ISHARES TR shareholders