Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 2023. 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$80,636
-5.6%
1,3500.0%0.00%0.0%
Q2 2023$85,442
+4.4%
1,3500.0%0.00%0.0%
Q1 2023$81,864
+3.4%
1,3500.0%0.00%0.0%
Q4 2022$79,205
+8.5%
1,3500.0%0.00%0.0%
Q3 2022$73,000
+217.4%
1,350
+237.5%
0.00%
Q2 2022$23,000
-14.8%
4000.0%0.00%
Q1 2022$27,000
-3.6%
4000.0%0.00%
Q4 2021$28,000
+3.7%
4000.0%0.00%
Q3 2021$27,000
+2600.0%
400
+5614.3%
0.00%
Q2 2020$1,0000.0%70.0%0.00%
Q1 2020$1,0000.0%70.0%0.00%
Q4 2019$1,0000.0%70.0%0.00%
Q3 2019$1,0000.0%70.0%0.00%
Q2 2019$1,0000.0%70.0%0.00%
Q3 2018$1,0000.0%70.0%0.00%
Q2 2018$1,0000.0%70.0%0.00%
Q1 2018$1,0000.0%70.0%0.00%
Q4 2017$1,0000.0%70.0%0.00%
Q3 2017$1,0000.0%70.0%0.00%
Q2 2017$1,0000.0%70.0%0.00%
Q1 2017$1,00070.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders