Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. 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$18,140
-6.4%
4680.0%0.00%
Q2 2023$19,380
+6.2%
4680.0%0.00%
Q1 2023$18,244
+8.2%
4680.0%0.00%
Q4 2022$16,867
+5.4%
4680.0%0.00%
Q3 2022$16,000
-5.9%
4680.0%0.00%
Q2 2022$17,000
-19.0%
4680.0%0.00%
Q1 2022$21,000
-8.7%
4680.0%0.00%
Q4 2021$23,0000.0%4680.0%0.00%
Q3 2021$23,000
-4.2%
4680.0%0.00%
Q2 2021$24,000
-100.0%
468
+112.7%
0.00%
-100.0%
Q1 2021$66,096,000
+169376.9%
220
+71.9%
0.00%0.0%
Q4 2020$39,0001280.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders