Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 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$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 Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders