Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 317 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,687
-4.5%
8,229
-4.8%
0.00%0.0%
Q2 2023$218,506
-58.1%
8,640
-58.2%
0.00%
-62.5%
Q1 2023$521,080
-38.7%
20,686
-39.1%
0.01%
-42.9%
Q4 2022$850,495
-2.0%
33,979
-2.3%
0.01%
-12.5%
Q3 2022$868,000
-1.8%
34,792
-1.3%
0.02%0.0%
Q2 2022$884,000
-24.3%
35,238
-23.7%
0.02%
-11.1%
Q1 2022$1,168,000
+99.0%
46,203
+102.1%
0.02%
+100.0%
Q4 2021$587,000
+1.0%
22,862
+2.4%
0.01%
-10.0%
Q3 2021$581,000
-9.8%
22,328
-9.6%
0.01%
-9.1%
Q2 2021$644,000
-99.9%
24,707
-41.5%
0.01%
+10.0%
Q1 2021$1,103,788,000
+329389.0%
42,226
+231.3%
0.01%
+42.9%
Q4 2020$335,000
+0.3%
12,7450.0%0.01%
-12.5%
Q3 2020$334,000
+42.7%
12,745
+42.6%
0.01%
+14.3%
Q2 2020$234,000
+4.9%
8,9360.0%0.01%
-12.5%
Q1 2020$223,000
-2.2%
8,9360.0%0.01%
+14.3%
Q4 2019$228,000
-0.4%
8,936
-0.4%
0.01%
-12.5%
Q3 2019$229,000
+59.0%
8,976
+57.8%
0.01%
+60.0%
Q2 2019$144,000
-41.2%
5,687
-43.5%
0.01%
-58.3%
Q3 2018$245,000
+0.4%
10,0630.0%0.01%
-20.0%
Q2 2018$244,00010,0630.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
RVW Wealth, LLC 832,543$21,313,0005.07%
TLWM 376,368$9,649,0004.96%
Guidant Wealth Advisors 313,545$8,027,0002.98%
Day & Ennis, LLC 219,208$5,612,0002.89%
Gateway Advisory, LLC 283,347$7,254,0002.46%
Murphy, Middleton, Hinkle & Parker, Inc. 123,962$3,173,0002.25%
Sound View Wealth Advisors Group, LLC 253,203$6,482,0001.93%
Signature Wealth Management Group 108,939$2,789,0001.85%
Motley Fool Wealth Management, LLC 960,443$24,587,0001.62%
Camelot Portfolios, LLC 120,976$3,097,0001.46%
View complete list of ISHARES TR shareholders