Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 48 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
Q2 2023$1,522,852
-4.7%
18,108
-3.6%
0.02%
-11.5%
Q1 2023$1,598,454
+3.9%
18,786
+1.9%
0.03%0.0%
Q4 2022$1,537,817
-11.8%
18,428
-13.4%
0.03%
-21.2%
Q3 2022$1,744,000
+1.8%
21,278
+6.7%
0.03%
+6.5%
Q2 2022$1,713,000
-6.8%
19,948
+0.6%
0.03%
+10.7%
Q1 2022$1,837,000
+2.8%
19,821
+10.5%
0.03%
+3.7%
Q4 2021$1,787,000
+1.9%
17,935
+2.6%
0.03%
-10.0%
Q3 2021$1,753,0000.0%17,478
+0.3%
0.03%0.0%
Q2 2021$1,753,000
-100.0%
17,419
-54.2%
0.03%
-9.1%
Q1 2021$3,797,522,000
+204949.8%
38,040
+110.7%
0.03%
-17.5%
Q4 2020$1,852,000
+5.8%
18,051
+4.8%
0.04%
-9.1%
Q3 2020$1,750,000
+3.0%
17,225
+2.8%
0.04%
-8.3%
Q2 2020$1,699,000
+18.8%
16,751
+14.3%
0.05%
-7.7%
Q1 2020$1,430,000
+10.0%
14,651
+14.8%
0.05%
+36.8%
Q4 2019$1,300,000
+23.8%
12,764
+23.2%
0.04%
+8.6%
Q3 2019$1,050,000
+8.0%
10,364
+7.6%
0.04%
-2.8%
Q2 2019$972,000
+5300.0%
9,628
+5048.7%
0.04%
+3500.0%
Q3 2018$18,0001870.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
True Link Financial Advisors, LLC 21,792$1,800,1430.22%
Investment Advisory Group, LLC 4,912$405,7920.21%
OPTIMUM INVESTMENT ADVISORS 1,000$82,6060.04%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,516$373,0480.03%
Avantax Planning Partners, Inc. 9,752$805,5710.03%
Hibernia Wealth Partners, LLC 404$33,3700.03%
Cetera Advisors LLC 3,954$326,6230.01%
Cetera Investment Advisers 2,875$237,4910.00%
VALLEY NATIONAL ADVISERS INC 174$140.00%
AMERIPRISE FINANCIAL INC 70,481$5,823,1740.00%
View complete list of ISHARES TR shareholders