Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. 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
Q2 2024$1,166,625
-2.2%
25,389
-0.3%
0.01%
-7.7%
Q1 2024$1,193,082
+2.5%
25,466
-0.6%
0.01%
-18.8%
Q4 2023$1,163,644
-53.8%
25,614
-60.8%
0.02%
-59.0%
Q3 2023$2,518,400
-22.6%
65,396
-24.0%
0.04%
-20.4%
Q2 2023$3,254,146
+352.2%
86,043
+334.6%
0.05%
+308.3%
Q1 2023$719,585
+6.3%
19,796
-3.4%
0.01%0.0%
Q4 2022$676,646
-4.0%
20,492
-1.3%
0.01%
-7.7%
Q3 2022$705,000
-48.6%
20,756
-47.0%
0.01%
-48.0%
Q2 2022$1,371,000
-37.6%
39,130
-24.0%
0.02%
-26.5%
Q1 2022$2,197,000
+7223.3%
51,455
+7411.7%
0.03%
+3300.0%
Q3 2021$30,0000.0%6850.0%0.00%0.0%
Q2 2021$30,0006850.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,228$7,058,0003.02%
AMARILLO NATIONAL BANK 135,162$6,030,0001.18%
LVM CAPITAL MANAGEMENT LTD/MI 180,756$8,064,0001.08%
RETIREMENT CAPITAL STRATEGIES 62,812$2,802,0001.03%
Sierra Capital LLC 117,113$5,224,0000.78%
ALTERNA WEALTH MANAGEMENT, INC 18,598$830,0000.69%
Purus Wealth Management, LLC 19,953$890,0000.56%
Wharton Business Group, LLC 191,776$8,555,0000.53%
FLOW TRADERS U.S. LLC 373,532$16,664,0000.45%
Wealthcare Advisory Partners LLC 164,954$7,359,0000.44%
View complete list of ISHARES TR shareholders