Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 124 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$144,118,000
+49087.0%
2,600
-48.0%
0.00%
-83.3%
Q4 2020$293,000
-2.7%
5,000
-3.8%
0.01%
-25.0%
Q3 2020$301,000
+4.2%
5,200
+4.0%
0.01%0.0%
Q2 2020$289,0005,0000.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lenox Wealth Management, Inc. 22,083$2,653,0000.81%
Venturi Wealth Management, LLC 76,960$4,067,0000.78%
PFG Advisors 10,865$574,0000.60%
RKL Wealth Management LLC 22,197$1,173,0000.29%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 288,885$15,265,0000.12%
Wellesley Investment Partners, LLC 10,912$576,0000.11%
Verdence Capital Advisors LLC 6,500$343,0000.08%
Snowden Capital Advisors LLC 7,570$399,9990.06%
WealthTrust-Arizona, LLC 1,183$63,0000.03%
Midwest Professional Planners, LTD. 517$27,0000.02%
View complete list of ISHARES TR shareholders