Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 99 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
Q3 2023$11,495
-4.1%
2220.0%0.00%
Q2 2023$11,992
+3.5%
2220.0%0.00%
Q1 2023$11,581
+0.2%
2220.0%0.00%
Q4 2022$11,557
+5.1%
2220.0%0.00%
Q3 2022$11,0000.0%2220.0%0.00%
Q2 2022$11,000
-15.4%
2220.0%0.00%
Q1 2022$13,0000.0%2220.0%0.00%
Q4 2021$13,0000.0%2220.0%0.00%
Q3 2021$13,0000.0%2220.0%0.00%
Q2 2021$13,000
-100.0%
222
-72.5%
0.00%
-100.0%
Q1 2021$136,350,000
+13634900.0%
808
+13366.7%
0.00%
Q2 2020$1,00060.0%0.00%
Q1 2020$0
-100.0%
6
-99.2%
0.00%
-100.0%
Q4 2019$105,000
-20.5%
734
-25.7%
0.00%
-25.0%
Q3 2019$132,000988
+16366.7%
0.00%
Q2 2019$0
-100.0%
60.0%0.00%
Q3 2018$1,0000.0%60.0%0.00%
Q2 2018$1,00060.0%0.00%
Q1 2018$060.0%0.00%
Q4 2017$060.0%0.00%
Q3 2017$060.0%0.00%
Q2 2017$060.0%0.00%
Q1 2017$060.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 127,609$15,718,0002.76%
EisnerAmper Wealth Management Corporate Benefits, LLC 15,083$1,858,0001.60%
Chicago Partners Investment Group LLC 29,596$3,929,0000.58%
Courage Miller Partners, LLC 7,819$963,0000.57%
Towerpoint Wealth, LLC 4,177$514,0000.41%
M Holdings Securities, Inc. 7,929$977,0000.30%
Family Legacy, Inc. 2,145$264,0000.24%
Camarda Financial Advisors, LLC 1,551$191,0000.23%
Intelligence Driven Advisers, LLC 2,780$342,0000.22%
Tower Research Capital LLC (TRC) 22,787$2,807,0000.20%
View complete list of ISHARES TR shareholders