Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 36 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$556,682
+4.3%
6,0740.0%0.01%
+12.5%
Q2 2023$533,844
+0.9%
6,074
-1.7%
0.01%0.0%
Q1 2023$528,960
-5.8%
6,178
+0.6%
0.01%
-20.0%
Q4 2022$561,287
+15.7%
6,141
+0.1%
0.01%
+11.1%
Q3 2022$485,000
+70.2%
6,134
+78.7%
0.01%
+80.0%
Q2 2022$285,000
+72.7%
3,433
+89.7%
0.01%
+66.7%
Q1 2022$165,000
+13.8%
1,810
+4.1%
0.00%
+50.0%
Q4 2021$145,000
+6.6%
1,7380.0%0.00%0.0%
Q3 2021$136,000
+0.7%
1,7380.0%0.00%0.0%
Q2 2021$135,000
-99.9%
1,738
-50.0%
0.00%0.0%
Q1 2021$258,128,000
+220522.2%
3,476
+100.0%
0.00%
-33.3%
Q4 2020$117,000
+20.6%
1,7380.0%0.00%
+50.0%
Q3 2020$97,000
+4750.0%
1,738
+5331.2%
0.00%
Q4 2019$2,0000.0%320.0%0.00%
Q3 2019$2,0000.0%320.0%0.00%
Q2 2019$2,000320.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 57,543$5,273,8584.50%
MinichMacGregor Wealth Management, LLC 107,510$9,853,2923.26%
Chicago Wealth Management, Inc. 30,707$2,814,2792.22%
SPC Financial, Inc. 194,680$17,842,4222.00%
Cadent Capital Advisors, LLC 43,127$3,952,5831.64%
Stonebridge Financial Planning Group, LLC 25,498$2,336,9211.50%
MARTIN & CO INC /TN/ 40,795$3,738,8160.98%
Well Done, LLC 45,186$4,141,2890.92%
Robinson Value Management, Ltd. 9,646$884,0560.66%
COTTONWOOD CAPITAL ADVISORS, LLC 7,188$658,8000.62%
View complete list of ISHARES TR shareholders