Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 33 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$846,416
+11.3%
14,826
+18.8%
0.01%
+18.2%
Q2 2023$760,279
+8.5%
12,482
+6.2%
0.01%0.0%
Q1 2023$700,600
+24.7%
11,757
+13.5%
0.01%
+10.0%
Q4 2022$561,966
+64.8%
10,355
+41.6%
0.01%
+66.7%
Q3 2022$341,000
-8.1%
7,315
+2.8%
0.01%
-14.3%
Q2 2022$371,000
-16.3%
7,116
-2.0%
0.01%0.0%
Q1 2022$443,000
+126.0%
7,258
+154.3%
0.01%
+133.3%
Q4 2021$196,000
+1.0%
2,854
-0.4%
0.00%0.0%
Q3 2021$194,000
+17.6%
2,865
+17.7%
0.00%0.0%
Q2 2021$165,000
-100.0%
2,434
-53.8%
0.00%0.0%
Q1 2021$342,058,000
+743504.3%
5,270
+620.9%
0.00%
+200.0%
Q4 2020$46,0007310.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Compton Wealth Advisory Group, LLC 19,200$1,301,0000.61%
One Wealth Advisors, LLC 25,572$1,733,0000.51%
Goodwin Investment Advisory 6,412$435,0000.42%
Horst & Graben Wealth Management LLC 16,922$1,147,0000.32%
Capital CS Group, LLC 4,022$273,0000.25%
Leonard Rickey Investment Advisors P.L.L.C. 8,460$573,0000.24%
Sharkey, Howes & Javer 11,593$786,0000.20%
Opes Wealth Management LLC 7,670$520,0000.18%
FLOW TRADERS U.S. LLC 67,207$4,554,0000.18%
OLD MISSION CAPITAL LLC 57,780$3,915,0000.16%
View complete list of ISHARES TR shareholders