Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders