Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 120 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 110,227$2,782,0002.54%
Virginia National Bank 28,835$728,0002.32%
Praetorian Wealth Management, Inc. 199,766$5,042,0001.89%
SONATA CAPITAL GROUP INC 124,535$3,143,0001.73%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 96,841$2,447,0001.21%
Resonant Capital Advisors, LLC 309,091$7,801,0001.19%
SENTINEL PENSION ADVISORS INC 116,899$2,951,0001.03%
LEAVELL INVESTMENT MANAGEMENT, INC. 417,408$10,535,0000.84%
Gateway Advisory, LLC 116,651$2,944,0000.73%
W.H. Cornerstone Investments Inc. 26,341$665,0000.70%
View complete list of ISHARES TR shareholders