Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,377,004
+17.3%
172,323
+21.6%
0.07%
+19.6%
Q2 2023$3,732,541
-3.7%
141,760
+0.5%
0.06%
-9.7%
Q1 2023$3,876,585
+25.6%
141,018
+24.1%
0.06%
+17.0%
Q4 2022$3,087,440
+22.0%
113,676
+1.2%
0.05%
+12.8%
Q3 2022$2,530,000
-17.9%
112,298
-1.1%
0.05%
-16.1%
Q2 2022$3,083,000
-41.1%
113,504
-31.1%
0.06%
-30.9%
Q1 2022$5,234,000
+5.3%
164,795
+3.4%
0.08%
+6.6%
Q4 2021$4,970,000
+9.8%
159,412
+7.2%
0.08%
-2.6%
Q3 2021$4,525,000
-7.4%
148,736
-1.4%
0.08%
-6.0%
Q2 2021$4,886,000
-100.0%
150,812
-51.6%
0.08%
-3.5%
Q1 2021$9,809,584,000
+223556.7%
311,614
+109.4%
0.09%
-9.5%
Q4 2020$4,386,000
+5.7%
148,833
-10.6%
0.10%
-9.5%
Q3 2020$4,149,000
-0.4%
166,442
+0.4%
0.10%
-11.8%
Q2 2020$4,164,000
+12.0%
165,763
+0.7%
0.12%
-12.5%
Q1 2020$3,718,000
-26.0%
164,544
+9.9%
0.14%
-8.7%
Q4 2019$5,027,000
+695.4%
149,759
+627.6%
0.15%
+609.5%
Q3 2019$632,000
+29.0%
20,582
+28.8%
0.02%
+16.7%
Q2 2019$490,000
+3.4%
15,978
+3.9%
0.02%
-10.0%
Q1 2019$474,000
-4.8%
15,383
-11.4%
0.02%
-16.7%
Q4 2018$498,000
-50.6%
17,367
-43.9%
0.02%
-50.0%
Q3 2018$1,009,000
+20.1%
30,932
+18.0%
0.05%
-4.0%
Q2 2018$840,000
-23.2%
26,221
-21.0%
0.05%
-33.3%
Q1 2018$1,094,000
+57.6%
33,171
+61.4%
0.08%
+41.5%
Q4 2017$694,000
+48.3%
20,546
+48.2%
0.05%
+10.4%
Q3 2017$468,000
+60.8%
13,867
+55.8%
0.05%
+45.5%
Q2 2017$291,000
+50.0%
8,898
+43.6%
0.03%
+13.8%
Q1 2017$194,000
+1041.2%
6,198
+943.4%
0.03%
+262.5%
Q4 2016$17,0005940.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders