Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$112,740
+22.8%
996
+25.1%
0.00%
+100.0%
Q2 2023$91,771
-39.9%
796
-38.7%
0.00%
-50.0%
Q1 2023$152,726
-4.2%
1,298
-6.5%
0.00%
-33.3%
Q4 2022$159,479
+0.3%
1,3880.0%0.00%0.0%
Q3 2022$159,000
-4.2%
1,3880.0%0.00%0.0%
Q2 2022$166,000
-2.4%
1,388
-0.4%
0.00%0.0%
Q1 2022$170,000
-5.0%
1,3930.0%0.00%0.0%
Q4 2021$179,000
-26.0%
1,393
-25.2%
0.00%
-25.0%
Q3 2021$242,000
-32.6%
1,862
-32.3%
0.00%
-33.3%
Q2 2021$359,000
-100.0%
2,751
-50.6%
0.01%0.0%
Q1 2021$722,808,000
+328449.1%
5,564
+236.4%
0.01%
+20.0%
Q4 2020$220,000
+2.8%
1,654
+3.4%
0.01%0.0%
Q3 2020$214,000
-3.6%
1,599
-3.6%
0.01%
-16.7%
Q2 2020$222,000
+8.3%
1,658
+7.4%
0.01%
-25.0%
Q1 2020$205,000
+47.5%
1,544
+38.8%
0.01%
+100.0%
Q4 2019$139,000
-0.7%
1,112
+0.1%
0.00%
-20.0%
Q3 2019$140,000
+7.7%
1,111
+7.2%
0.01%0.0%
Q2 2019$130,000
+26.2%
1,036
+20.2%
0.01%0.0%
Q3 2018$103,000
-5.5%
862
-5.0%
0.01%
-28.6%
Q2 2018$109,000
-76.8%
907
-76.7%
0.01%
-78.1%
Q1 2018$469,000
+784.9%
3,896
+783.4%
0.03%
+700.0%
Q4 2017$53,000
-32.9%
441
-31.4%
0.00%
-50.0%
Q3 2017$79,000
-3.7%
643
-3.2%
0.01%
-11.1%
Q2 2017$82,000
+41.4%
664
+39.5%
0.01%0.0%
Q1 2017$58,000
+38.1%
476
+37.2%
0.01%
-52.6%
Q4 2016$42,0003470.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders