Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 48 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$237,203
-10.4%
12,458
-8.1%
0.00%0.0%
Q2 2023$264,732
+1.5%
13,562
+0.1%
0.00%0.0%
Q1 2023$260,703
-8.3%
13,543
-9.6%
0.00%
-20.0%
Q4 2022$284,238
+9.3%
14,976
+5.7%
0.01%0.0%
Q3 2022$260,000
-4.8%
14,164
+2.9%
0.01%0.0%
Q2 2022$273,000
-11.1%
13,762
+0.4%
0.01%0.0%
Q1 2022$307,000
-7.3%
13,711
-0.3%
0.01%0.0%
Q4 2021$331,000
-2.6%
13,758
-3.1%
0.01%
-16.7%
Q3 2021$340,000
+65.0%
14,191
+66.3%
0.01%
+100.0%
Q2 2021$206,000
-100.0%
8,534
-54.7%
0.00%
-25.0%
Q1 2021$441,440,000
+711900.0%
18,840
+635.9%
0.00%
+300.0%
Q4 2020$62,000
-94.8%
2,560
-95.2%
0.00%
-96.7%
Q3 2020$1,192,000
+3.6%
52,849
+1.9%
0.03%
-9.1%
Q2 2020$1,151,000
-3.2%
51,849
-12.8%
0.03%
-25.0%
Q1 2020$1,189,000
-10.5%
59,462
+14.3%
0.04%
+12.8%
Q4 2019$1,328,000
-1.5%
52,012
-3.7%
0.04%
-13.3%
Q3 2019$1,348,000
+4.1%
54,014
+4.7%
0.04%
-6.2%
Q2 2019$1,295,000
-1.8%
51,571
-3.4%
0.05%
-14.3%
Q1 2019$1,319,000
-4.6%
53,396
-10.1%
0.06%
-16.4%
Q4 2018$1,382,000
+1228.8%
59,370
+1313.6%
0.07%
+1240.0%
Q3 2018$104,000
+1.0%
4,2000.0%0.01%
-16.7%
Q2 2018$103,0004,2000.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 136,271$3,371,0002.65%
Stonehearth Capital Management, LLC 111,681$2,763,0002.10%
IFP Advisors, Inc 580,380$14,359,0000.58%
ASPIRIANT, LLC 243,703$6,029,0000.52%
First Heartland Consultants, Inc. 61,995$1,534,0000.48%
Ahrens Investment Partners LLC 38,477$952,0000.36%
Cornerstone Wealth Management, LLC 606,866$23,632,0000.30%
Kovack Advisors, Inc. 43,895$1,086,0000.28%
WEALTHSOURCE PARTNERS, LLC 9,417$233,0000.06%
Geneos Wealth Management Inc. 32,680$808,0000.05%
View complete list of ISHARES TR shareholders