Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,691
-72.5%
1,150
-71.0%
0.00%
-100.0%
Q2 2023$93,574
-50.6%
3,965
-54.2%
0.00%
-66.7%
Q1 2023$189,244
+2.0%
8,665
+5.9%
0.00%0.0%
Q4 2022$185,604
+27.1%
8,180
+17.4%
0.00%0.0%
Q3 2022$146,000
-33.6%
6,965
-15.2%
0.00%
-25.0%
Q2 2022$220,000
-17.9%
8,2150.0%0.00%0.0%
Q1 2022$268,000
-5.3%
8,2150.0%0.00%0.0%
Q4 2021$283,000
-1.0%
8,215
+3.8%
0.00%
-20.0%
Q3 2021$286,000
-1.0%
7,915
+1.5%
0.01%0.0%
Q2 2021$289,000
-99.9%
7,796
-38.3%
0.01%
+25.0%
Q1 2021$445,264,000
+536362.7%
12,628
+385.5%
0.00%
+100.0%
Q4 2020$83,000
+9.2%
2,601
-11.9%
0.00%0.0%
Q3 2020$76,000
-24.0%
2,951
-27.0%
0.00%
-33.3%
Q2 2020$100,000
+38.9%
4,041
+4.4%
0.00%0.0%
Q1 2020$72,000
-58.1%
3,8710.0%0.00%
-40.0%
Q4 2019$172,000
+43.3%
3,871
+34.8%
0.01%
+25.0%
Q3 2019$120,000
-0.8%
2,8710.0%0.00%0.0%
Q2 2019$121,000
+303.3%
2,871
+311.3%
0.00%
+300.0%
Q3 2018$30,000
+76.5%
698
+75.4%
0.00%0.0%
Q2 2018$17,000
+6.2%
3980.0%0.00%0.0%
Q1 2018$16,000
-5.9%
3980.0%0.00%0.0%
Q4 2017$17,000
-76.1%
398
-74.1%
0.00%
-85.7%
Q3 2017$71,000
+4.4%
1,536
+4.4%
0.01%
-12.5%
Q2 2017$68,000
+750.0%
1,471
+708.2%
0.01%
+700.0%
Q1 2017$8,0001820.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders