Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,398,220
-25.1%
24,950
-21.7%
0.02%
-28.6%
Q1 2024$1,866,813
+22.6%
31,862
+12.9%
0.02%0.0%
Q4 2023$1,522,855
-42.8%
28,217
-48.6%
0.02%
-48.8%
Q3 2023$2,661,895
-27.7%
54,884
-15.8%
0.04%
-25.5%
Q2 2023$3,679,663
+7.7%
65,173
+3.0%
0.06%0.0%
Q1 2023$3,415,980
-4.2%
63,282
-6.7%
0.06%
-9.8%
Q4 2022$3,566,137
+8.5%
67,836
-2.6%
0.06%0.0%
Q3 2022$3,287,000
-3.0%
69,664
+3.7%
0.06%
-1.6%
Q2 2022$3,389,000
-9.9%
67,189
+8.9%
0.06%
+6.9%
Q1 2022$3,762,000
-31.5%
61,710
-26.0%
0.06%
-30.1%
Q4 2021$5,491,000
-0.7%
83,386
-5.3%
0.08%
-12.6%
Q3 2021$5,529,000
+8.3%
88,075
+522.7%
0.10%
+10.5%
Q2 2021$5,107,000
-100.0%
14,144
-67.0%
0.09%
-31.2%
Q1 2021$14,180,308,000
+229577.8%
42,924
+127.5%
0.12%
-6.7%
Q4 2020$6,174,000
+16.6%
18,865
+6.7%
0.13%
+0.8%
Q3 2020$5,296,000
+49.4%
17,675
+32.0%
0.13%
+31.7%
Q2 2020$3,546,000
+95.0%
13,392
+66.0%
0.10%
+50.7%
Q1 2020$1,818,000
-22.2%
8,068
-8.7%
0.07%
-2.9%
Q4 2019$2,336,000
+63.7%
8,840
+53.1%
0.07%
+43.8%
Q3 2019$1,427,000
+41.0%
5,774
+37.3%
0.05%
+29.7%
Q2 2019$1,012,000
+17.5%
4,205
+13.1%
0.04%0.0%
Q1 2019$861,000
+5.4%
3,718
-9.1%
0.04%
-7.5%
Q4 2018$817,000
-12.4%
4,091
-0.3%
0.04%
-11.1%
Q3 2018$933,000
+23.6%
4,102
+9.0%
0.04%0.0%
Q2 2018$755,000
+3045.8%
3,763
+2772.5%
0.04%
+2150.0%
Q1 2018$24,000
+9.1%
1310.0%0.00%0.0%
Q4 2017$22,000
+450.0%
131
+424.0%
0.00%
Q3 2017$4,000250.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders