Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,786
-56.5%
165
-54.5%
0.00%
Q2 2023$22,513
+2.3%
3630.0%0.00%
Q1 2023$22,005
-51.1%
363
-53.5%
0.00%
-100.0%
Q4 2022$45,009
+15.4%
781
+0.4%
0.00%0.0%
Q3 2022$39,000
+50.0%
778
+69.1%
0.00%
Q2 2022$26,000
-13.3%
4600.0%0.00%
Q1 2022$30,000
-3.2%
4600.0%0.00%
Q4 2021$31,000
+3.3%
4600.0%0.00%
-100.0%
Q3 2021$30,000
-3.2%
4600.0%0.00%0.0%
Q2 2021$31,000
-99.9%
460
-50.0%
0.00%0.0%
Q1 2021$59,678,000
+205686.2%
920
+100.0%
0.00%0.0%
Q4 2020$29,000
-19.4%
460
-30.3%
0.00%0.0%
Q3 2020$36,000
+5.9%
6600.0%0.00%0.0%
Q2 2020$34,0006600.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Vestmark Advisory Solutions, Inc. 493,204$32,191,0002.18%
Legacy Financial Advisors, Inc. 132,771$8,666,0002.12%
New Capital Management LP 22,441$1,462,0000.80%
Beacon Financial Advisory LLC 14,925$974,0000.51%
GHP Investment Advisors, Inc. 79,541$5,192,0000.41%
BRANDYWINE OAK PRIVATE WEALTH LLC 29,624$2,033,0000.24%
BERKSHIRE ASSET MANAGEMENT LLC/PA 41,872$2,733,0000.18%
Capital Advisors, Ltd. LLC 12,532$818,0000.15%
Capital Investment Advisors, LLC 54,027$3,526,0000.12%
Walkner Condon Financial Advisors LLC 3,516$230,0000.11%
View complete list of ISHARES TR shareholders