Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 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$395,860
-29.1%
5,380
-21.3%
0.01%
-25.0%
Q2 2023$558,516
-74.7%
6,832
-74.1%
0.01%
-77.1%
Q1 2023$2,206,428
+1.7%
26,358
+5.1%
0.04%
-5.4%
Q4 2022$2,169,471
+7.8%
25,069
+1.0%
0.04%
-2.6%
Q3 2022$2,013,000
-2.6%
24,815
+2.8%
0.04%0.0%
Q2 2022$2,066,000
-8.0%
24,134
-2.2%
0.04%
+8.6%
Q1 2022$2,246,000
-42.6%
24,679
-44.2%
0.04%
-40.7%
Q4 2021$3,912,000
+12.3%
44,238
+0.2%
0.06%
-1.7%
Q3 2021$3,484,000
+4.7%
44,134
+4.1%
0.06%
+7.1%
Q2 2021$3,328,000
-99.9%
42,398
-45.6%
0.06%
+3.7%
Q1 2021$6,200,110,000
+265088.6%
77,930
+158.7%
0.05%
+5.9%
Q4 2020$2,338,000
+5.8%
30,128
+99.0%
0.05%
-8.9%
Q3 2020$2,210,000
+494.1%
15,137
+469.9%
0.06%
+409.1%
Q2 2020$372,000
-33.1%
2,656
-34.1%
0.01%
-45.0%
Q1 2020$556,000
+40.1%
4,028
+64.0%
0.02%
+66.7%
Q4 2019$397,000
+93.7%
2,456
+94.9%
0.01%
+71.4%
Q3 2019$205,000
+8.5%
1,2600.0%0.01%0.0%
Q2 2019$189,000
+47.7%
1,260
+32.1%
0.01%
+16.7%
Q3 2018$128,000
+220.0%
954
+213.8%
0.01%
+200.0%
Q2 2018$40,000
+5.3%
3040.0%0.00%
-33.3%
Q1 2018$38,000304
+7500.0%
0.00%
Q4 2017$040.0%0.00%
Q3 2017$040.0%0.00%
Q2 2017$040.0%0.00%
Q1 2017$040.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders