Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$50,529
+0.3%
1,9870.0%0.00%0.0%
Q4 2022$50,370
+0.7%
1,9870.0%0.00%0.0%
Q3 2022$50,000
-2.0%
1,9870.0%0.00%0.0%
Q2 2022$51,0000.0%1,9870.0%0.00%0.0%
Q1 2022$51,0000.0%1,9870.0%0.00%0.0%
Q4 2021$51,000
-1.9%
1,9870.0%0.00%0.0%
Q3 2021$52,000
-24.6%
1,987
-24.8%
0.00%0.0%
Q2 2021$69,000
-100.0%
2,642
-50.0%
0.00%0.0%
Q1 2021$138,256,000
+200271.0%
5,284
+100.0%
0.00%0.0%
Q4 2020$69,0000.0%2,6420.0%0.00%
-50.0%
Q3 2020$69,0000.0%2,6420.0%0.00%0.0%
Q2 2020$69,000
+3.0%
2,6420.0%0.00%0.0%
Q1 2020$67,000
-1.5%
2,642
+0.2%
0.00%0.0%
Q4 2019$68,000
+1.5%
2,6370.0%0.00%0.0%
Q3 2019$67,0000.0%2,6370.0%0.00%0.0%
Q2 2019$67,0002,6370.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders