Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 108 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$182,000
-22.6%
7,720
-9.2%
0.00%
-25.0%
Q1 2022$235,000
-48.7%
8,505
-46.5%
0.00%
-42.9%
Q4 2021$458,000
-48.7%
15,904
-48.3%
0.01%
-53.3%
Q3 2021$893,000
-0.8%
30,759
+2.8%
0.02%0.0%
Q2 2021$900,000
-99.9%
29,935
-46.6%
0.02%
+7.1%
Q1 2021$1,608,564,000
+127059.2%
56,028
+20.4%
0.01%
-48.1%
Q4 2020$1,265,000
+9.4%
46,543
-2.2%
0.03%
-6.9%
Q3 2020$1,156,000
+9.6%
47,571
+3.4%
0.03%
-3.3%
Q2 2020$1,055,000
+70.2%
46,026
+50.2%
0.03%
+30.4%
Q1 2020$620,000
-47.8%
30,649
-30.2%
0.02%
-34.3%
Q4 2019$1,188,000
+1.5%
43,941
-4.3%
0.04%
-10.3%
Q3 2019$1,170,000
+1.7%
45,913
+4.7%
0.04%
-7.1%
Q2 2019$1,151,000
+4.4%
43,844
+4.6%
0.04%
-10.6%
Q1 2019$1,103,000
+199.7%
41,906
+169.6%
0.05%
+161.1%
Q4 2018$368,000
-45.1%
15,542
-34.8%
0.02%
-43.8%
Q3 2018$670,000
-10.2%
23,848
-11.7%
0.03%
-28.9%
Q2 2018$746,000
+42.1%
27,000
+48.5%
0.04%
+25.0%
Q1 2018$525,00018,1810.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders