Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 151 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$44,253,00021.91%
Allianz Investment Management U.S. LLC 1,470,000$90,302,0007.22%
NYL Investors LLC 755,000$46,372,0006.38%
Fund Evaluation Group, LLC 4,064$73,396,0005.08%
AGILIS PARTNERS LLC 159,101$9,772,0004.88%
Mid-American Wealth Advisory Group, Inc. 77,048$4,732,0003.70%
Carolina Wealth Advisors, LLC 63,397$3,894,0002.46%
PRUDENTIAL PLC 1,884,761$115,762,0001.67%
Copperleaf Capital, LLC 29,061$1,785,0001.58%
ShoreHaven Wealth Partners, LLC 47,718$2,930,0001.55%
View complete list of ISHARES TR shareholders