Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,325,929
-32.7%
13,681
-32.2%
0.02%
-33.3%
Q2 2023$1,969,274
-63.5%
20,177
-62.9%
0.03%
-65.1%
Q1 2023$5,396,285
-78.6%
54,382
-79.0%
0.09%
-79.9%
Q4 2022$25,167,531
-3.0%
259,566
-3.8%
0.43%
-11.8%
Q3 2022$25,936,000
-5.5%
269,857
-0.3%
0.48%
-3.6%
Q2 2022$27,458,000
+2.7%
270,711
+6.3%
0.50%
+21.5%
Q1 2022$26,731,000
+126.5%
254,731
+128.6%
0.41%
+131.3%
Q4 2021$11,800,000
+2.2%
111,443
+1.9%
0.18%
-10.1%
Q3 2021$11,551,000
+86.7%
109,356
+87.9%
0.20%
+89.5%
Q2 2021$6,186,000
-92.3%
58,190
+7576.8%
0.10%
+10400.0%
Q1 2021$80,136,000
+8013500.0%
758
+8322.2%
0.00%
Q4 2020$1,0000.0%90.0%0.00%
Q3 2020$1,0000.0%90.0%0.00%
Q2 2020$1,00090.0%0.00%
Q1 2020$090.0%0.00%
Q4 2019$0
-100.0%
9
-60.9%
0.00%
Q3 2019$2,0000.0%230.0%0.00%
Q2 2019$2,000
-94.9%
23
-94.2%
0.00%
-100.0%
Q3 2018$39,000
-42.6%
395
-41.8%
0.00%
-50.0%
Q2 2018$68,000
+257.9%
679
+246.4%
0.00%
+300.0%
Q4 2017$19,0001960.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders