Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is HAWX and the CUSIP is 46435G847. A total of 21 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$346,163
-11.4%
12,524
-8.8%
0.01%
-16.7%
Q2 2023$390,642
+4.0%
13,7260.0%0.01%0.0%
Q1 2023$375,793
+3.0%
13,726
-4.0%
0.01%0.0%
Q4 2022$364,771
-5.3%
14,2980.0%0.01%
-14.3%
Q3 2022$385,000
-9.0%
14,298
-2.2%
0.01%
-12.5%
Q2 2022$423,000
-23.5%
14,616
-17.7%
0.01%
-11.1%
Q1 2022$553,000
-4.3%
17,763
-0.1%
0.01%0.0%
Q4 2021$578,000
+16.1%
17,778
+14.2%
0.01%0.0%
Q3 2021$498,000
+10.4%
15,563
+13.8%
0.01%
+12.5%
Q2 2021$451,000
-100.0%
13,675
-81.1%
0.01%
-60.0%
Q1 2021$2,292,172,000
+256870.0%
72,444
+139.0%
0.02%
+5.3%
Q4 2020$892,000
+52.7%
30,307
+37.7%
0.02%
+26.7%
Q3 2020$584,000
+42.8%
22,009
+39.1%
0.02%
+25.0%
Q2 2020$409,000
+87.6%
15,826
+62.4%
0.01%
+50.0%
Q1 2020$218,000
-21.9%
9,743
-2.0%
0.01%0.0%
Q4 2019$279,000
+36.1%
9,939
+30.4%
0.01%
+14.3%
Q3 2019$205,0007,6220.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,680,533$46,449,92611.50%
Wolf Group Capital Advisors 358,053$9,896,6094.68%
Advisory Resource Group 117,019$3,234,4050.87%
COLDSTREAM CAPITAL MANAGEMENT INC 640,576$17,705,5300.58%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 379,266$10,482,9060.25%
Whitaker-Myers Wealth Managers, LTD. 13,693$378,4800.24%
Prime Capital Investment Advisors, LLC 240,721$6,653,5220.14%
Centennial Wealth Advisory LLC 7,423$205,1720.11%
SCOTIA CAPITAL INC. 377,514$10,434,4870.08%
Sunbelt Securities, Inc. 19,161$529,6040.07%
View complete list of ISHARES TR shareholders