Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,221
-7.8%
6750.0%0.00%
Q2 2023$31,691
-1.6%
6750.0%0.00%
-100.0%
Q1 2023$32,198
+4.1%
6750.0%0.00%0.0%
Q4 2022$30,942
+10.5%
6750.0%0.00%0.0%
Q3 2022$28,000
-3.4%
675
+8.0%
0.00%0.0%
Q2 2022$29,000
-9.4%
6250.0%0.00%
Q1 2022$32,000
+6.7%
6250.0%0.00%
Q4 2021$30,000
+3.4%
6250.0%0.00%
Q3 2021$29,000
-9.4%
625
-10.7%
0.00%
-100.0%
Q2 2021$32,000
-100.0%
700
-64.1%
0.00%0.0%
Q1 2021$87,796,000
+877860.0%
1,948
+765.8%
0.00%
Q4 2020$10,000
+100.0%
225
+80.0%
0.00%
Q3 2020$5,000
-73.7%
125
-75.0%
0.00%
-100.0%
Q2 2020$19,000
-26.9%
500
-36.4%
0.00%0.0%
Q1 2020$26,000
-27.8%
786
+4.5%
0.00%0.0%
Q4 2019$36,000
+5.9%
7520.0%0.00%0.0%
Q3 2019$34,000
+209.1%
752
+198.4%
0.00%
Q2 2019$11,000252
+2420.0%
0.00%
Q3 2018$0100.0%0.00%
Q2 2018$0100.0%0.00%
Q1 2018$0100.0%0.00%
Q4 2017$0100.0%0.00%
Q3 2017$0100.0%0.00%
Q2 2017$0100.0%0.00%
Q1 2017$0100.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,412,847$59,282,9538.33%
Heartland Bank & Trust Co 130,920$6,146,6944.80%
Forefront Analytics, LLC 151,016$7,090,0464.04%
Independent Order of Foresters 82,790$3,886,9912.67%
Waldron Private Wealth LLC 756,459$35,5151.77%
FORTE ASSET MANAGEMENT LLC 50,450$2,368,6131.54%
FSM Wealth Advisors, LLC 57,815$2,717,3221.36%
Beta Wealth Group, Inc. 43,797$2,056,2631.19%
Money Design Co.,Ltd. 416,580$19,5581.16%
Israel Discount Bank of New York 27,439$1,288,2611.02%
View complete list of ISHARES TR shareholders