Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,186,190
+2.4%
20,763
+9.2%
0.02%
+5.9%
Q2 2023$1,158,226
+7.5%
19,006
+1.6%
0.02%0.0%
Q1 2023$1,077,005
+6.0%
18,711
-0.8%
0.02%0.0%
Q4 2022$1,016,015
+4.1%
18,857
-2.7%
0.02%
-5.6%
Q3 2022$976,000
-11.0%
19,380
-8.2%
0.02%
-10.0%
Q2 2022$1,097,000
-43.1%
21,117
-29.6%
0.02%
-33.3%
Q1 2022$1,928,000
-13.5%
29,991
-1.5%
0.03%
-11.8%
Q4 2021$2,230,000
+125.5%
30,453
+112.1%
0.03%
+100.0%
Q3 2021$989,000
+39.5%
14,361
+39.5%
0.02%
+41.7%
Q2 2021$709,000
-99.9%
10,295
+223.9%
0.01%
+9.1%
Q1 2021$1,201,760,000
+3081335.9%
3,178
+2985.4%
0.01%
+1000.0%
Q4 2020$39,0001030.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders