Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 135 filers reported holding ISHARES TR in Q1 2022. 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 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 Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 69,963$2,823,0001.14%
Wharton Business Group, LLC 95,836$3,867,0000.32%
Wealthcare Advisory Partners LLC 62,550$2,524,0000.22%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,500$383,0000.18%
Buffington Mohr McNeal 17,645$712,0000.17%
CX Institutional 31,900$1,287,0000.12%
Ellis Investment Partners, LLC 10,057$406,0000.12%
BAKER TILLY WEALTH MANAGEMENT, LLC 7,605$307,0000.10%
Crescent Grove Advisors, LLC 14,879$601,0000.08%
NAPLES GLOBAL ADVISORS, LLC 11,010$444,0000.08%
View complete list of ISHARES TR shareholders