Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 109 filers reported holding ISHARES TR in Q4 2022. 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$47,163
-37.0%
1,037
-35.5%
0.00%
-100.0%
Q1 2024$74,838
+263.4%
1,607
+243.4%
0.00%
Q4 2023$20,592
+13.5%
4680.0%0.00%
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 2022
NameSharesValueWeighting ↓
Gallagher Fiduciary Advisors, LLC 313,209$14,244,7573.19%
NorthStar Asset Management LLC /NJ/ 73,423$3,339,2782.32%
Members Advisory Group LLC 68,029$3,094,7401.69%
Matrix Trust Co 144,315$6,5631.48%
Opes Wealth Management LLC 103,607$4,712,0460.98%
Black Diamond Financial, LLC 101,735$4,626,9090.89%
SHELTON WEALTH MANAGEMENT, LLC 28,763$1,308,1400.74%
City Center Advisors, LLC 13,362$622,2770.73%
VAUGHAN & Co SECURITIES, INC. 25,036$1,138,6150.72%
IAG Wealth Partners, LLC 69,581$3,164,5440.64%
View complete list of ISHARES TR shareholders