Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 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$788
-4.8%
130.0%0.00%
Q2 2023$828
+3.0%
130.0%0.00%
Q1 2023$804
-73.2%
13
-75.9%
0.00%
Q2 2022$3,000
-25.0%
540.0%0.00%
Q1 2022$4,000
-88.2%
54
-74.2%
0.00%
-100.0%
Q3 2018$34,000
-29.2%
209
-30.1%
0.00%
-33.3%
Q2 2018$48,000
+4.3%
2990.0%0.00%0.0%
Q1 2018$46,000
+64.3%
299
+65.2%
0.00%
+50.0%
Q4 2017$28,000
+115.4%
181
+101.1%
0.00%
+100.0%
Q3 2017$13,0000.0%900.0%0.00%0.0%
Q2 2017$13,0000.0%900.0%0.00%
-50.0%
Q1 2017$13,0000.0%900.0%0.00%
-66.7%
Q4 2016$13,000900.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Matrix Trust Co 219,861$13,900,0003.56%
FLAGSTAR ADVISORS INC 116,580$7,370,0002.45%
Courage Miller Partners, LLC 32,662$2,065,0000.83%
Rodgers & Associates, LTD 73,065$4,619,0000.75%
Equitable Holdings, Inc. 633,868$40,073,0000.68%
CORNERCAP INVESTMENT COUNSEL INC 77,409$4,894,0000.56%
GHP Investment Advisors, Inc. 93,828$5,932,0000.47%
Marietta Wealth Management, LLC 32,894$2,080,0000.45%
Pflug Koory, LLC 10,482$663,0000.36%
Integrated Advisors Network LLC 80,156$5,067,0000.34%
View complete list of ISHARES TR shareholders