Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$182,000
-22.6%
7,720
-9.2%
0.00%
-25.0%
Q1 2022$235,000
-48.7%
8,505
-46.5%
0.00%
-42.9%
Q4 2021$458,000
-48.7%
15,904
-48.3%
0.01%
-53.3%
Q3 2021$893,000
-0.8%
30,759
+2.8%
0.02%0.0%
Q2 2021$900,000
-99.9%
29,935
-46.6%
0.02%
+7.1%
Q1 2021$1,608,564,000
+127059.2%
56,028
+20.4%
0.01%
-48.1%
Q4 2020$1,265,000
+9.4%
46,543
-2.2%
0.03%
-6.9%
Q3 2020$1,156,000
+9.6%
47,571
+3.4%
0.03%
-3.3%
Q2 2020$1,055,000
+70.2%
46,026
+50.2%
0.03%
+30.4%
Q1 2020$620,000
-47.8%
30,649
-30.2%
0.02%
-34.3%
Q4 2019$1,188,000
+1.5%
43,941
-4.3%
0.04%
-10.3%
Q3 2019$1,170,000
+1.7%
45,913
+4.7%
0.04%
-7.1%
Q2 2019$1,151,000
+4.4%
43,844
+4.6%
0.04%
-10.6%
Q1 2019$1,103,000
+199.7%
41,906
+169.6%
0.05%
+161.1%
Q4 2018$368,000
-45.1%
15,542
-34.8%
0.02%
-43.8%
Q3 2018$670,000
-10.2%
23,848
-11.7%
0.03%
-28.9%
Q2 2018$746,000
+42.1%
27,000
+48.5%
0.04%
+25.0%
Q1 2018$525,00018,1810.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders