Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 37 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,404
+19.5%
1000.0%0.00%
Q2 2023$2,012
-69.4%
100
-70.6%
0.00%
Q1 2023$6,569
-98.4%
340
-98.2%
0.00%
-100.0%
Q4 2022$411,683
+5781.2%
19,419
+4130.7%
0.01%
Q3 2022$7,0000.0%4590.0%0.00%
Q2 2022$7,000
-98.5%
459
-98.1%
0.00%
-100.0%
Q1 2022$478,000
+47700.0%
24,806
+24706.0%
0.01%
Q4 2021$1,0000.0%1000.0%0.00%
Q3 2021$1,000
-50.0%
1000.0%0.00%
Q2 2021$2,000
-100.0%
100
-99.8%
0.00%
-100.0%
Q1 2021$635,634,000
+63563300.0%
47,400
+47300.0%
0.01%
Q4 2020$1,0000.0%1000.0%0.00%
Q3 2020$1,000
-99.5%
100
-99.6%
0.00%
-100.0%
Q2 2020$221,000
-56.8%
25,654
-11.7%
0.01%
-64.7%
Q3 2019$511,000
-16.5%
29,063
+2.9%
0.02%
-22.7%
Q2 2019$612,000
-12.3%
28,239
+2.2%
0.02%
-26.7%
Q1 2019$698,000
+26.9%
27,642
+2.5%
0.03%
+11.1%
Q4 2018$550,000
-47.9%
26,965
-8.7%
0.03%
-46.0%
Q3 2018$1,055,000
+4.8%
29,539
+7.0%
0.05%
-16.7%
Q2 2018$1,007,00027,5940.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 140,000$4,999,0001.63%
Patriot Wealth Management, Inc. 303,555$10,840,0001.37%
RiverFront Investment Group, LLC 1,421,575$50,764,0001.20%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 86,353$3,010,0001.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 31,716$1,106,0000.99%
ALTFEST L J & CO INC 68,240$2,437,0000.71%
Psagot Value Holdings Ltd. 333,518$11,910,0000.53%
RAND WEALTH, LLC 91,814$3,279,0000.37%
FRONT BARNETT ASSOCIATES LLC 55,325$1,976,0000.30%
Shoker Investment Counsel, Inc. 10,863$387,0000.28%
View complete list of ISHARES TR shareholders