Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 145 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$92,793
-2.8%
1,2500.0%0.00%0.0%
Q2 2023$95,453
+6.2%
1,250
+1.1%
0.00%0.0%
Q1 2023$89,859
-90.6%
1,237
-91.0%
0.00%
-93.8%
Q4 2022$952,145
+3.7%
13,706
+2.8%
0.02%
-5.9%
Q3 2022$918,000
-24.9%
13,329
-24.4%
0.02%
-22.7%
Q2 2022$1,223,000
+1391.5%
17,630
+1688.0%
0.02%
+2100.0%
Q1 2022$82,000
-98.2%
986
-97.8%
0.00%
-98.7%
Q3 2021$4,514,000
+9.5%
45,259
+12.0%
0.08%
+11.4%
Q2 2021$4,122,000
-99.9%
40,426
-47.6%
0.07%
+4.5%
Q1 2021$7,584,156,000
+208313.2%
77,216
+104.8%
0.07%
-15.2%
Q4 2020$3,639,000
+121200.0%
37,695
+64891.4%
0.08%
Q2 2019$3,000
-89.3%
58
-87.6%
0.00%
-100.0%
Q3 2018$28,000
+3.7%
4660.0%0.00%
-50.0%
Q2 2018$27,000
+3.8%
4660.0%0.00%0.0%
Q1 2018$26,000
+4.0%
4660.0%0.00%0.0%
Q4 2017$25,0000.0%4660.0%0.00%
-33.3%
Q3 2017$25,0004660.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 410,000$36,564,00010.64%
Sanford Advisory Services, LLC 172,221$15,359,0003.46%
Aspire Wealth Management Corp 39,488$3,522,0002.85%
Stewardship Advisors, LLC 79,873$7,123,0002.56%
Provident Wealth Management, LLC 42,332$3,775,0002.48%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 28,160$2,511,0002.44%
Vahanian & Associates Financial Planning Inc. 32,483$2,897,0002.34%
Financial Futures Ltd Liability Co. 30,685$2,736,0002.24%
Capital Advisory Group Advisory Services, LLC 53,359$4,759,0002.07%
Destiny Wealth Partners, LLC 90,030$8,029,0001.55%
View complete list of ISHARES TR shareholders