Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 147 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$23,969
-2.9%
4790.0%0.00%
Q1 2024$24,673
-2.4%
479
-0.2%
0.00%
Q4 2023$25,291
-91.2%
480
-92.1%
0.00%
-100.0%
Q3 2023$286,611
-5.4%
6,080
+3.4%
0.00%
-20.0%
Q2 2023$303,114
+393.2%
5,880
+401.3%
0.01%
+400.0%
Q1 2023$61,453
-21.2%
1,173
-25.1%
0.00%0.0%
Q4 2022$77,971
+85.6%
1,566
+80.8%
0.00%0.0%
Q3 2022$42,000
-8.7%
8660.0%0.00%0.0%
Q2 2022$46,000
-19.3%
866
-6.6%
0.00%0.0%
Q1 2022$57,000
-10.9%
9270.0%0.00%0.0%
Q4 2021$64,0000.0%9270.0%0.00%0.0%
Q3 2021$64,000
-99.9%
927
-13.2%
0.00%0.0%
Q1 2021$71,204,000
+3560100.0%
1,068
+2786.5%
0.00%
Q1 2020$2,000
-81.8%
37
-79.9%
0.00%
-100.0%
Q3 2018$11,000
+120.0%
184
+124.4%
0.00%
Q2 2018$5,000
-64.3%
82
-66.9%
0.00%
-100.0%
Q1 2018$14,000
-92.6%
248
-91.8%
0.00%
-93.3%
Q4 2017$190,000
+726.1%
3,008
+702.1%
0.02%
+650.0%
Q3 2017$23,000
-17.9%
375
-18.1%
0.00%
-33.3%
Q2 2017$28,000
-3.4%
458
-8.2%
0.00%
-25.0%
Q1 2017$29,000
+70.6%
499
+70.3%
0.00%
-50.0%
Q4 2016$17,0002930.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 841,056$59,219,00034.94%
NYL Investors LLC 606,996$42,739,00016.59%
AGILIS PARTNERS LLC 283,588$19,967,0007.48%
Carolina Wealth Advisors, LLC 45,883$3,231,0002.84%
Lineweaver Wealth Advisors, LLC 79,988$5,633,0002.52%
NorthCoast Asset Management LLC 501,855$35,365,0001.80%
Dai-ichi Life Insurance Company, Ltd 1,307,100$92,033,0001.65%
Tri-Star Advisors Inc. 24,541$1,746,0001.09%
PRUDENTIAL PLC 1,410,407$99,307,0000.50%
Pinnacle Family Advisors, LLC 8,194$577,0000.39%
View complete list of ISHARES TR shareholders