Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,321,026
-21.3%
21,903
-13.3%
0.04%
-18.2%
Q2 2023$2,947,629
-26.1%
25,265
-27.1%
0.04%
-31.2%
Q1 2023$3,988,441
-39.6%
34,658
-41.3%
0.06%
-42.9%
Q4 2022$6,607,628
+180.7%
59,071
+128.8%
0.11%
+154.5%
Q3 2022$2,354,000
-24.7%
25,817
-18.1%
0.04%
-22.8%
Q2 2022$3,127,000
+880.3%
31,528
+995.5%
0.06%
+1040.0%
Q1 2022$319,000
+25.6%
2,878
+16.6%
0.01%
+25.0%
Q4 2021$254,000
-1.2%
2,468
-0.1%
0.00%0.0%
Q3 2021$257,000
-61.0%
2,470
-58.9%
0.00%
-63.6%
Q2 2021$659,000
-100.0%
6,017
-56.6%
0.01%
-15.4%
Q1 2021$1,443,054,000
+601172.5%
13,860
+447.2%
0.01%
+160.0%
Q4 2020$240,000
+15.4%
2,533
+93.1%
0.01%0.0%
Q3 2020$208,000
-83.9%
1,312
-83.2%
0.01%
-86.5%
Q2 2020$1,290,000
-15.5%
7,830
-26.2%
0.04%
-33.9%
Q1 2020$1,526,000
-63.7%
10,610
-43.9%
0.06%
-54.8%
Q4 2019$4,200,000
+1.0%
18,916
+2.2%
0.12%
-11.4%
Q3 2019$4,158,000
+3.4%
18,505
-1.5%
0.14%
-5.4%
Q2 2019$4,023,000
+198.2%
18,782
+177.8%
0.15%
+159.6%
Q1 2019$1,349,000
-48.0%
6,760
-54.9%
0.06%
-54.8%
Q4 2018$2,592,000
-49.9%
14,997
-37.3%
0.13%
-49.0%
Q3 2018$5,174,000
+12.4%
23,905
-0.1%
0.25%
-10.2%
Q2 2018$4,605,000
+3.0%
23,925
+6.0%
0.28%
-10.1%
Q1 2018$4,469,000
-5.2%
22,579
-9.9%
0.31%
-15.0%
Q4 2017$4,716,000
+140.7%
25,072
+127.8%
0.36%
+80.9%
Q3 2017$1,959,000
+18.2%
11,005
+4.5%
0.20%
+7.0%
Q2 2017$1,657,000
+36.2%
10,532
+28.6%
0.19%
+1.1%
Q1 2017$1,217,000
+13422.2%
8,188
+11597.1%
0.18%
+4500.0%
Q4 2016$9,000700.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders