Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 2 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$67,000
+1.5%
2,6250.0%0.00%0.0%
Q1 2020$66,0000.0%2,625
+0.2%
0.00%0.0%
Q4 2019$66,0000.0%2,6200.0%0.00%0.0%
Q3 2019$66,0000.0%2,6200.0%0.00%0.0%
Q2 2019$66,0002,6200.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 250,779$6,445,0001.92%
Asset Dedication, LLC 95,619$2,456,0001.18%
Vigilant Capital Management, LLC 252,954$6,501,0000.97%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 213,577$5,489,0000.61%
Fusion Family Wealth LLC 67,839$1,743,0000.59%
Roof Eidam Maycock Peralta, LLC 39,615$1,018,0000.52%
Vista Private Wealth Partners. LLC 23,255$595,0000.46%
LEAVELL INVESTMENT MANAGEMENT, INC. 100,997$2,596,0000.32%
New Capital Management LP 6,393$164,0000.29%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,511$1,324,0000.29%
View complete list of ISHARES TR shareholders