Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ENZL and the CUSIP is 464289123. A total of 58 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,287
-9.6%
3000.0%0.00%
Q2 2023$14,694
-1.9%
3000.0%0.00%
Q1 2023$14,979
+2.8%
3000.0%0.00%
Q4 2022$14,565
+4.0%
300
-14.3%
0.00%
Q3 2022$14,000
-51.7%
350
-46.2%
0.00%
-100.0%
Q2 2022$29,000
-29.3%
650
-13.3%
0.00%0.0%
Q1 2022$41,000
-6.8%
7500.0%0.00%0.0%
Q4 2021$44,000
-21.4%
750
-16.7%
0.00%0.0%
Q3 2021$56,000
-8.2%
900
-10.0%
0.00%0.0%
Q2 2021$61,000
-100.0%
1,000
-50.0%
0.00%0.0%
Q1 2021$124,520,000
+183017.6%
2,000
+100.0%
0.00%0.0%
Q4 2020$68,000
+17.2%
1,0000.0%0.00%0.0%
Q3 2020$58,000
+1.8%
1,0000.0%0.00%
-50.0%
Q2 2020$57,000
+29.5%
1,0000.0%0.00%0.0%
Q1 2020$44,000
-22.8%
1,0000.0%0.00%0.0%
Q4 2019$57,000
+11.8%
1,0000.0%0.00%0.0%
Q3 2019$51,000
-3.8%
1,0000.0%0.00%0.0%
Q2 2019$53,000
+8.2%
1,0000.0%0.00%0.0%
Q3 2018$49,000
+2.1%
1,0000.0%0.00%
-33.3%
Q2 2018$48,0000.0%1,0000.0%0.00%0.0%
Q1 2018$48,000
+2.1%
1,0000.0%0.00%
-25.0%
Q4 2017$47,000
+46.9%
1,000
+42.9%
0.00%
+33.3%
Q3 2017$32,0000.0%7000.0%0.00%
-25.0%
Q2 2017$32,0007000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WEATHERLY ASSET MANAGEMENT L. P. 46,388$2,264,0000.54%
AFAM CAPITAL, INC. 92,624$4,520,0000.50%
RWA WEALTH PARTNERS, LLC 69,574$3,395,0000.44%
AMG National Trust Bank 103,808$5,066,0000.33%
Water Oak Advisors LLC 5,312$259,0000.19%
Avondale Wealth Management 4,500$219,0000.18%
PRIVATE TRUST CO NA 12,907$629,0000.14%
MGO ONE SEVEN LLC 4,605$225,0000.10%
WEALTHSOURCE PARTNERS, LLC 11,638$534,0000.09%
SPC Financial, Inc. 6,600$322,0000.07%
View complete list of ISHARES TR shareholders