Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 149 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.12 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$624,543
-5.0%
2,538
-1.2%
0.01%0.0%
Q2 2023$657,397
+2.6%
2,570
-0.9%
0.01%0.0%
Q1 2023$640,916
-42.6%
2,593
-37.8%
0.01%
-47.4%
Q4 2022$1,116,502
+4.8%
4,171
+0.0%
0.02%
-5.0%
Q3 2022$1,065,000
+33.0%
4,169
+32.9%
0.02%
+33.3%
Q2 2022$801,000
-1.7%
3,138
+9.0%
0.02%
+15.4%
Q1 2022$815,000
-14.5%
2,880
-12.2%
0.01%
-7.1%
Q4 2021$953,000
+15.2%
3,282
+1.5%
0.01%0.0%
Q3 2021$827,000
-3.2%
3,234
+0.9%
0.01%0.0%
Q2 2021$854,000
-100.0%
3,204
-68.0%
0.01%
-36.4%
Q1 2021$2,524,830,000
+162477.6%
10,028
+51.5%
0.02%
-35.3%
Q4 2020$1,553,000
+68.3%
6,618
+44.8%
0.03%
+47.8%
Q3 2020$923,000
+7.8%
4,571
+3.1%
0.02%
-4.2%
Q2 2020$856,000
+14.7%
4,434
-1.0%
0.02%
-11.1%
Q1 2020$746,000
+1047.7%
4,479
+1269.7%
0.03%
+1250.0%
Q4 2019$65,000
+1.6%
327
-18.5%
0.00%0.0%
Q3 2019$64,000
-81.0%
401
-79.6%
0.00%
-83.3%
Q2 2019$337,000
+5.3%
1,970
+3.4%
0.01%
-14.3%
Q1 2019$320,000
-0.6%
1,906
-2.3%
0.01%
-12.5%
Q4 2018$322,000
-14.6%
1,950
+3.4%
0.02%
-11.1%
Q3 2018$377,000
+17.8%
1,885
+3.6%
0.02%
-5.3%
Q2 2018$320,000
+146.2%
1,820
+106.6%
0.02%
+46.2%
Q3 2017$130,0008810.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders