Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$366,190
-7.0%
15,026
-7.0%
0.01%0.0%
Q2 2023$393,792
-6.8%
16,152
-6.3%
0.01%
-14.3%
Q1 2023$422,634
-6.9%
17,229
-7.7%
0.01%
-12.5%
Q4 2022$454,158
+0.5%
18,674
-0.3%
0.01%0.0%
Q3 2022$452,000
+43.0%
18,731
+46.3%
0.01%
+33.3%
Q2 2022$316,000
-6.2%
12,807
-4.0%
0.01%
+20.0%
Q1 2022$337,000
-16.0%
13,340
-12.1%
0.01%
-16.7%
Q4 2021$401,000
+3.4%
15,176
+5.0%
0.01%
-14.3%
Q3 2021$388,000
-18.5%
14,459
-18.0%
0.01%
-12.5%
Q2 2021$476,000
-99.9%
17,632
-37.5%
0.01%
+14.3%
Q1 2021$757,250,000
+880423.3%
28,224
+794.0%
0.01%
+250.0%
Q4 2020$86,000
+10.3%
3,157
+10.2%
0.00%0.0%
Q3 2020$78,000
+85.7%
2,864
+82.5%
0.00%
+100.0%
Q2 2020$42,000
+7.7%
1,5690.0%0.00%0.0%
Q1 2020$39,000
-2.5%
1,5690.0%0.00%0.0%
Q4 2019$40,000
-2.4%
1,569
-2.4%
0.00%0.0%
Q3 2019$41,0000.0%1,6080.0%0.00%
-50.0%
Q2 2019$41,000
+7.9%
1,6080.0%0.00%0.0%
Q3 2018$38,000
-5.0%
1,608
-3.0%
0.00%0.0%
Q2 2018$40,0001,6580.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 385,938$9,405,3086.99%
Keeler Thomas Management LLC 604,202$14,928,7775.52%
Scissortail Wealth Management, LLC 236,003$5,751,3904.53%
Envision Financial Planning, LLC 161,317$3,931,2843.89%
Summit Asset Management, LLC 549,950$13,402,2743.64%
Windsor Capital Management, LLC 429,255$10,460,9543.62%
Gateway Advisory, LLC 698,889$17,031,9143.47%
Houlihan Financial Resource Group, Ltd. 226,696$5,5282.96%
Syntegra Private Wealth Group, LLC 773,021$18,838,5252.96%
Peloton Wealth Strategists 256,525$6,2522.88%
View complete list of ISHARES TR shareholders