Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 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 Q4 2020
NameSharesValueWeighting ↓
Prostatis Group LLC 34,177$8,625,8244.55%
Bullseye Investment Management, LLC 22,774$5,629,9614.12%
MARTIN & CO INC /TN/ 19,889$4,916,8211.26%
Terra Nova Asset Management LLC 4,831$1,194,2111.17%
BKA Wealth Consulting, Inc. 2,451$633,4121.14%
Future Financial Wealth Managment LLC 3,891$984,3451.08%
MENORA MIVTACHIM HOLDINGS LTD. 423,080$104,589,6071.08%
Mason & Associates Inc 13,282$3,283,4431.00%
Wharton Business Group, LLC 67,110$16,5900.99%
Thrive Capital Management, LLC 5,522$1,354,1560.85%
View complete list of ISHARES TR shareholders