Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 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 Q3 2023
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders