Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,068
-26.9%
175
-36.4%
0.00%
Q2 2023$23,356
-85.9%
275
-85.8%
0.00%
-100.0%
Q1 2023$166,043
-91.3%
1,935
-90.6%
0.00%
-90.9%
Q4 2022$1,916,909
+143.6%
20,643
+118.6%
0.03%
+120.0%
Q3 2022$787,000
-46.6%
9,445
-50.2%
0.02%
-44.4%
Q2 2022$1,475,000
+205.4%
18,948
+230.6%
0.03%
+285.7%
Q1 2022$483,000
+11975.0%
5,732
+8718.5%
0.01%
Q4 2021$4,0000.0%650.0%0.00%
Q3 2021$4,0000.0%650.0%0.00%
Q2 2021$4,000
-99.9%
65
-50.0%
0.00%
Q1 2021$6,328,000
+316300.0%
130
+100.0%
0.00%
Q4 2020$2,000
-50.0%
65
-60.1%
0.00%
Q3 2020$4,000
-98.2%
163
-97.6%
0.00%
-100.0%
Q2 2020$225,000
+2712.5%
6,674
+1728.5%
0.01%
Q1 2020$8,000
-81.8%
365
-54.9%
0.00%
-100.0%
Q4 2019$44,000
+15.8%
809
+5.9%
0.00%0.0%
Q3 2019$38,000
-89.9%
764
-88.7%
0.00%
-92.9%
Q2 2019$378,000
-2.3%
6,744
+1.3%
0.01%
-12.5%
Q1 2019$387,000
+0.5%
6,656
-10.9%
0.02%
-15.8%
Q4 2018$385,000
-20.0%
7,468
+17.8%
0.02%
-17.4%
Q3 2018$481,000
-46.0%
6,339
-47.1%
0.02%
-56.6%
Q2 2018$890,000
+136.1%
11,975
+101.6%
0.05%
+103.8%
Q1 2018$377,000
-8.0%
5,940
-6.0%
0.03%
-16.1%
Q4 2017$410,0006,3160.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 50,640$2,808,0000.94%
Ledyard National Bank 42,990$2,384,0000.46%
Alerus Investment Advisors Corp 27,279$1,513,0000.27%
Carlton Hofferkamp & Jenks Wealth Management, LLC 4,510$250,0000.24%
RAY GERALD L & ASSOCIATES LTD 25,236$1,400,0000.23%
East Coast Asset Management, LLC. 6,312$350,0000.22%
Ameritas Investment Partners, Inc. 54,200$3,005,0000.22%
Sandy Spring Bank 30,069$1,667,0000.20%
GREYSTONE INVESTMENT MANAGEMENT LLC 5,430$301,0000.12%
MAI Capital Management 29,047$1,611,0000.12%
View complete list of ISHARES TR shareholders