Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 57 filers reported holding ISHARES TR in Q4 2020. 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$1,951,046
+1.4%
21,433
+1.1%
0.03%
+3.4%
Q2 2023$1,924,354
-14.3%
21,205
-13.4%
0.03%
-19.4%
Q1 2023$2,244,172
-6.1%
24,489
-1.5%
0.04%
-12.2%
Q4 2022$2,390,657
+14.1%
24,869
+1.3%
0.04%
+5.1%
Q3 2022$2,096,000
+6.0%
24,541
+4.2%
0.04%
+8.3%
Q2 2022$1,978,000
-48.2%
23,554
-38.4%
0.04%
-39.0%
Q1 2022$3,818,000
+0.3%
38,224
+10.7%
0.06%
+1.7%
Q4 2021$3,806,000
+71.0%
34,538
+62.0%
0.06%
+52.6%
Q3 2021$2,226,000
+1.8%
21,318
-0.5%
0.04%
+2.7%
Q2 2021$2,187,000
-99.9%
21,425
-42.0%
0.04%
+23.3%
Q1 2021$3,402,362,000
+6075546.4%
36,918
+5174.0%
0.03%
+2900.0%
Q4 2020$56,000
+30.2%
7000.0%0.00%0.0%
Q3 2020$43,000
+2.4%
7000.0%0.00%0.0%
Q2 2020$42,000
-81.2%
700
-84.0%
0.00%
-87.5%
Q1 2020$223,000
-63.0%
4,369
-50.3%
0.01%
-55.6%
Q4 2019$602,000
+19.9%
8,796
+12.7%
0.02%
+5.9%
Q3 2019$502,000
+34.6%
7,807
+31.9%
0.02%
+21.4%
Q2 2019$373,000
+747.7%
5,919
+745.6%
0.01%
+600.0%
Q3 2018$44,000
-2.2%
7000.0%0.00%
-33.3%
Q2 2018$45,0000.0%7000.0%0.00%0.0%
Q1 2018$45,0007000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SPC Financial, Inc. 185,207$18,904,0002.29%
MinichMacGregor Wealth Management, LLC 54,705$5,583,0001.96%
Cadent Capital Advisors, LLC 41,428$4,229,0001.76%
Cavalier Investments, LLC 36,727$3,748,0001.35%
McGuire Investment Group, LLC 68,601$7,002,0001.33%
MEITAV INVESTMENT HOUSE LTD 1,002,162$102,290,0001.31%
ALTFEST L J & CO INC 54,707$5,584,0001.20%
Aveo Capital Partners, LLC 42,377$4,325,0000.96%
Ayalon Insurance Comp Ltd. 26,780$2,743,0000.91%
ASSETMARK, INC 1,538,909$157,076,0000.73%
View complete list of ISHARES TR shareholders