Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 105 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,184,269
-0.3%
65,008
+0.4%
0.03%
+3.0%
Q2 2023$2,191,235
+542.0%
64,734
+578.8%
0.03%
+560.0%
Q1 2023$341,296
+170.3%
9,536
+259.8%
0.01%
+150.0%
Q4 2022$126,269
-7.2%
2,650
-7.3%
0.00%
-33.3%
Q3 2022$136,000
-28.4%
2,859
-25.7%
0.00%0.0%
Q2 2022$190,000
-73.2%
3,847
-68.0%
0.00%
-72.7%
Q1 2022$708,000
-61.2%
12,014
-59.4%
0.01%
-60.7%
Q4 2021$1,827,000
+4.4%
29,575
+2.3%
0.03%
-6.7%
Q3 2021$1,750,000
+9.2%
28,897
+3.8%
0.03%
+11.1%
Q2 2021$1,602,000
-99.9%
27,839
-47.5%
0.03%
+3.8%
Q1 2021$3,004,606,000
+1989705.3%
53,020
+1494.6%
0.03%
+766.7%
Q4 2020$151,000
+39.8%
3,325
+0.4%
0.00%0.0%
Q3 2020$108,000
-92.8%
3,312
-92.5%
0.00%
-92.9%
Q2 2020$1,491,000
+272.8%
44,100
+218.6%
0.04%
+180.0%
Q1 2020$400,000
-28.3%
13,842
+26.4%
0.02%
-6.2%
Q4 2019$558,000
+33.5%
10,951
+22.0%
0.02%
+14.3%
Q3 2019$418,000
+20.8%
8,979
+19.1%
0.01%
+7.7%
Q2 2019$346,000
+10.5%
7,539
+17.9%
0.01%
-13.3%
Q3 2018$313,000
+6.5%
6,393
+6.9%
0.02%
-16.7%
Q2 2018$294,000
-29.2%
5,983
-27.4%
0.02%
-35.7%
Q1 2018$415,000
+2.5%
8,244
+0.3%
0.03%
-9.7%
Q4 2017$405,000
+5.7%
8,223
+1.2%
0.03%
-20.5%
Q3 2017$383,000
+9.7%
8,129
+5.8%
0.04%0.0%
Q2 2017$349,000
+1242.3%
7,680
+1201.7%
0.04%
+875.0%
Q1 2017$26,0005900.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders