Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 108 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,494
-3.2%
3150.0%0.00%
Q2 2023$18,070
+2.9%
315
+1.6%
0.00%
Q1 2023$17,563
+5.4%
3100.0%0.00%
Q4 2022$16,663
-35.9%
310
-42.6%
0.00%
Q3 2022$26,000
-7.1%
5400.0%0.00%
-100.0%
Q2 2022$28,000
-12.5%
540
+1.7%
0.00%
Q1 2022$32,000
-5.9%
531
+0.4%
0.00%
-100.0%
Q4 2021$34,000
-2.9%
529
+2.5%
0.00%0.0%
Q3 2021$35,000
+2.9%
5160.0%0.00%0.0%
Q2 2021$34,000
-99.9%
516
-49.4%
0.00%0.0%
Q1 2021$67,952,000
+205815.2%
1,020
+100.0%
0.00%0.0%
Q4 2020$33,000
+13.8%
510
+0.8%
0.00%0.0%
Q3 2020$29,000
+7.4%
5060.0%0.00%0.0%
Q2 2020$27,000
+17.4%
506
+1.0%
0.00%0.0%
Q1 2020$23,0005010.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Ratio Wealth Group 212,763$13,587,0454.09%
Elm Partners Management LLC 440,282$28,116,0003.46%
Advisory Services & Investments, LLC 44,428$2,837,0001.82%
Mandatum Life Insurance Co Ltd 79,481$5,076,0001.34%
Barber Financial Group, Inc. 162,672$10,388,0001.25%
Columbus Macro, LLC 48,751$3,113,0001.04%
Capital Advantage, Inc. 50,283$3,160,0000.76%
Portfolio Solutions, LLC 93,938$5,999,0000.73%
THRIVENT FINANCIAL FOR LUTHERANS 5,504,642$365,234,0000.70%
ATLAS CAPITAL ADVISORS LLC 73,463$4,691,347,0000.70%
View complete list of ISHARES TR shareholders