Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$50,000
-25.4%
1,962
-25.0%
0.00%0.0%
Q2 2021$67,000
-100.0%
2,617
-50.0%
0.00%0.0%
Q1 2021$134,590,000
+200780.6%
5,234
+100.0%
0.00%0.0%
Q4 2020$67,000
-1.5%
2,6170.0%0.00%
-50.0%
Q3 2020$68,0000.0%2,6170.0%0.00%0.0%
Q2 2020$68,000
+3.0%
2,6170.0%0.00%0.0%
Q1 2020$66,000
-1.5%
2,617
+0.2%
0.00%0.0%
Q4 2019$67,0000.0%2,6120.0%0.00%0.0%
Q3 2019$67,0000.0%2,6120.0%0.00%0.0%
Q2 2019$67,0002,6120.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders