Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 122 filers reported holding ISHARES TR in Q2 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
Q2 2024$913
-3.2%
130.0%0.00%
Q1 2024$943
-98.0%
13
-98.1%
0.00%
-100.0%
Q4 2023$47,269
+5898.6%
698
+5269.2%
0.00%
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 Q2 2023
NameSharesValueWeighting ↓
Matrix Trust Co 112,516$18,114,0004.03%
Courage Miller Partners, LLC 13,092$2,108,0001.16%
Marietta Wealth Management, LLC 18,631$2,999,0001.09%
TAP Consulting, LLC 7,798$1,255,0000.74%
GHP Investment Advisors, Inc. 24,018$3,867,0000.48%
PACIFIC SUN FINANCIAL CORP 2,400$386,0000.36%
NWAM LLC 10,460$1,684,0000.32%
PLANNING DIRECTIONS INC 1,587$255,0000.24%
Titus Wealth Management 1,300$209,0000.19%
Bell Rock Capital LLC 1,102$179,0000.16%
View complete list of ISHARES TR shareholders