Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. 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$378,369
-15.4%
15,300
-15.7%
0.01%
-14.3%
Q2 2023$447,099
-3.1%
18,160
-3.2%
0.01%0.0%
Q1 2023$461,308
+0.7%
18,7600.0%0.01%
-12.5%
Q4 2022$458,119
+41.8%
18,760
+41.5%
0.01%
+33.3%
Q3 2022$323,000
+5283.3%
13,260
+5000.0%
0.01%
Q2 2022$6,000
-95.3%
260
-94.9%
0.00%
-100.0%
Q1 2022$127,000
-3.1%
5,0640.0%0.00%0.0%
Q4 2021$131,000
-1.5%
5,0640.0%0.00%0.0%
Q3 2021$133,000
-0.7%
5,0640.0%0.00%0.0%
Q2 2021$134,000
-100.0%
5,064
-75.3%
0.00%
-60.0%
Q1 2021$542,050,000
+334498.8%
20,540
+237.7%
0.01%
+25.0%
Q4 2020$162,000
+0.6%
6,0830.0%0.00%0.0%
Q3 2020$161,000
+0.6%
6,0830.0%0.00%
-20.0%
Q2 2020$160,000
+6.7%
6,0830.0%0.01%0.0%
Q1 2020$150,000
-3.8%
6,0830.0%0.01%0.0%
Q4 2019$156,000
-0.6%
6,083
-0.6%
0.01%0.0%
Q3 2019$157,000
+1.3%
6,1220.0%0.01%
-16.7%
Q2 2019$155,000
-22.9%
6,122
-24.5%
0.01%
-33.3%
Q1 2019$201,000
-9.5%
8,110
-12.8%
0.01%
-18.2%
Q4 2018$222,000
-0.9%
9,3020.0%0.01%0.0%
Q3 2018$224,0000.0%9,3020.0%0.01%
-15.4%
Q2 2018$224,0009,3020.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders