Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 119 filers reported holding ISHARES TR in Q2 2023. 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$18,034
-44.4%
256
-43.5%
0.00%
Q2 2023$32,408
-1.3%
453
-4.8%
0.00%
-100.0%
Q1 2023$32,847
+3.2%
476
+5.1%
0.00%0.0%
Q4 2022$31,837
+13.7%
4530.0%0.00%0.0%
Q3 2022$28,000
-94.2%
453
-93.9%
0.00%
-88.9%
Q2 2022$486,000
-18.7%
7,399
-1.7%
0.01%0.0%
Q1 2022$598,000
-71.7%
7,528
-71.5%
0.01%
-71.9%
Q4 2021$2,112,000
-20.4%
26,381
-22.0%
0.03%
-30.4%
Q3 2021$2,652,000
-9.9%
33,803
-10.9%
0.05%
-8.0%
Q2 2021$2,943,000
-90.0%
37,921
+9380.2%
0.05%
Q1 2021$29,356,000
+5771.2%
400
-95.8%
0.00%
-100.0%
Q2 2020$500,000
+23.2%
9,585
+11.3%
0.01%
-6.7%
Q1 2020$406,000
-24.8%
8,608
+9.6%
0.02%
-6.2%
Q4 2019$540,000
+32.4%
7,857
+23.3%
0.02%
+14.3%
Q3 2019$408,000
+21.1%
6,373
+21.0%
0.01%
+16.7%
Q2 2019$337,0005,2660.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 60,460$3,970,0001.59%
KCS Wealth Advisory 14,456$952,0000.88%
Slow Capital, Inc. 24,342$1,603,0000.71%
AVIANCE CAPITAL MANAGEMENT, LLC 49,120$3,235,0000.32%
JUNCTURE WEALTH STRATEGIES, LLC 8,799$579,0000.30%
Arete Wealth Advisors, LLC 17,087$1,125,0000.25%
Raab & Moskowitz Asset Management LLC 8,634$568,0000.24%
Merriman Wealth Management, LLC 16,600$1,093,0000.23%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 4,247$280,0000.20%
HOLDERNESS INVESTMENTS CO 5,852$385,0000.17%
View complete list of ISHARES TR shareholders