Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 63 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,768
-5.3%
1,1420.0%0.00%0.0%
Q2 2023$56,781
+5.1%
1,142
+0.2%
0.00%0.0%
Q1 2023$54,036
+3.9%
1,1400.0%0.00%0.0%
Q4 2022$51,985
+6.1%
1,1400.0%0.00%0.0%
Q3 2022$49,000
+157.9%
1,140
+159.1%
0.00%
Q2 2022$19,000
-20.8%
4400.0%0.00%
Q1 2022$24,000
-4.0%
4400.0%0.00%
Q4 2021$25,0000.0%4400.0%0.00%
Q3 2021$25,0004400.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 32,164$1,514,3560.78%
Richwood Investment Advisors, LLC 13,442$632,8820.64%
Goldstein Advisors, LLC 41,210$1,940,2580.40%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,934$279,4060.24%
Gladstone Institutional Advisory LLC 42,042$1,979,4380.13%
Aveo Capital Partners, LLC 19,643$924,8440.12%
FLAGSTAR ADVISORS INC 6,485$306,8490.12%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,837$1,028,1420.10%
AVANTAX ADVISORY SERVICES, INC. 183,838$8,655,5320.10%
Atria Wealth Solutions, Inc. 63,312$2,981,4740.04%
View complete list of ISHARES TR shareholders