Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$57,873
-66.4%
327
-66.0%
0.00%
-66.7%
Q2 2023$172,125
-88.6%
961
-88.8%
0.00%
-87.5%
Q1 2023$1,507,380
-5.8%
8,6000.0%0.02%
-11.1%
Q4 2022$1,600,718
+10.1%
8,600
+0.3%
0.03%0.0%
Q3 2022$1,454,000
-12.3%
8,576
-0.9%
0.03%
-10.0%
Q2 2022$1,658,000
-4.5%
8,651
-3.3%
0.03%
+11.1%
Q1 2022$1,737,000
-48.0%
8,944
-46.5%
0.03%
-47.1%
Q4 2021$3,339,000
+9.9%
16,728
+0.8%
0.05%
-1.9%
Q3 2021$3,039,000
+3.4%
16,594
+4.9%
0.05%
+4.0%
Q2 2021$2,940,000
-99.9%
15,826
-47.5%
0.05%
+6.4%
Q1 2021$5,350,818,000
+176378.2%
30,120
+78.3%
0.05%
-28.8%
Q4 2020$3,032,000
+10.2%
16,895
+0.4%
0.07%
-4.3%
Q3 2020$2,752,000
+16.2%
16,830
+9.3%
0.07%
+3.0%
Q2 2020$2,369,000
+132.9%
15,395
+103.7%
0.07%
+81.1%
Q1 2020$1,017,000
-21.8%
7,558
-7.0%
0.04%
-2.6%
Q4 2019$1,301,000
+39.6%
8,130
+21.9%
0.04%
+22.6%
Q3 2019$932,000
+14.1%
6,670
+23.1%
0.03%
+3.3%
Q2 2019$817,0005,4190.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders