Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,494
-3.2%
3150.0%0.00%
Q2 2023$18,070
+2.9%
315
+1.6%
0.00%
Q1 2023$17,563
+5.4%
3100.0%0.00%
Q4 2022$16,663
-35.9%
310
-42.6%
0.00%
Q3 2022$26,000
-7.1%
5400.0%0.00%
-100.0%
Q2 2022$28,000
-12.5%
540
+1.7%
0.00%
Q1 2022$32,000
-5.9%
531
+0.4%
0.00%
-100.0%
Q4 2021$34,000
-2.9%
529
+2.5%
0.00%0.0%
Q3 2021$35,000
+2.9%
5160.0%0.00%0.0%
Q2 2021$34,000
-99.9%
516
-49.4%
0.00%0.0%
Q1 2021$67,952,000
+205815.2%
1,020
+100.0%
0.00%0.0%
Q4 2020$33,000
+13.8%
510
+0.8%
0.00%0.0%
Q3 2020$29,000
+7.4%
5060.0%0.00%0.0%
Q2 2020$27,000
+17.4%
506
+1.0%
0.00%0.0%
Q1 2020$23,0005010.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders