Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,852,038
+4.2%
117,571
+9.3%
0.10%
+6.1%
Q2 2023$6,576,023
+630.4%
107,592
+622.7%
0.10%
+607.1%
Q1 2023$900,277
+22.4%
14,888
+13.3%
0.01%
+7.7%
Q4 2022$735,801
-40.7%
13,144
-48.8%
0.01%
-43.5%
Q3 2022$1,240,000
-33.9%
25,666
-26.5%
0.02%
-32.4%
Q2 2022$1,877,000
+117.2%
34,934
+157.3%
0.03%
+161.5%
Q1 2022$864,000
-25.8%
13,579
-21.2%
0.01%
-27.8%
Q4 2021$1,164,000
+55.0%
17,226
+53.2%
0.02%
+38.5%
Q3 2021$751,000
-0.9%
11,2440.0%0.01%0.0%
Q2 2021$758,000
-99.9%
11,244
-49.5%
0.01%0.0%
Q1 2021$1,439,030,000
+216621.4%
22,276
+106.8%
0.01%
-7.1%
Q4 2020$664,000
-27.0%
10,773
-36.1%
0.01%
-39.1%
Q3 2020$910,000
+9.5%
16,865
+3.7%
0.02%
-4.2%
Q2 2020$831,000
-45.2%
16,260
-52.5%
0.02%
-57.1%
Q1 2020$1,517,000
+5734.6%
34,237
+7032.7%
0.06%
+5500.0%
Q2 2019$26,000
-99.5%
480
-99.6%
0.00%
-99.6%
Q4 2018$5,772,000118,1760.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders