Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 35 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$1,482,859
+6.5%
42,783
+10.5%
0.02%
+9.5%
Q2 2023$1,392,379
+16.1%
38,731
+6.8%
0.02%
+10.5%
Q1 2023$1,199,085
+31.5%
36,259
+21.9%
0.02%
+18.8%
Q4 2022$912,043
+49.3%
29,747
+36.4%
0.02%
+45.5%
Q3 2022$611,000
-7.1%
21,810
-1.0%
0.01%
-8.3%
Q2 2022$658,000
-30.1%
22,032
-16.6%
0.01%
-20.0%
Q1 2022$942,000
+117.1%
26,402
+140.0%
0.02%
+114.3%
Q4 2021$434,000
+8.5%
11,001
-0.8%
0.01%0.0%
Q3 2021$400,000
+68.1%
11,086
+69.0%
0.01%
+75.0%
Q2 2021$238,000
-100.0%
6,559
-54.5%
0.00%0.0%
Q1 2021$478,396,000
+771506.5%
14,424
+624.8%
0.00%
+300.0%
Q4 2020$62,0001,9900.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders