Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 171 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Virginia National Bank 27,275$695,2392.40%
Paradigm, Strategies in Wealth Management, LLC 109,762$2,797,8331.89%
SONATA CAPITAL GROUP INC 119,565$3,0481.58%
Waterford Advisors, LLC 99,985$2,5491.23%
Global Financial Private Client, LLC 92,508$2,354,3291.16%
Praetorian Wealth Management, Inc. 146,888$3,744,1751.16%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,266$1,434,2201.02%
Covington Investment Advisors Inc. 189,021$4,8180.99%
SENTINEL PENSION ADVISORS INC. 122,089$3,112,0430.75%
Source Financial Advisors LLC 82,380$2,099,8660.69%
View complete list of ISHARES TR shareholders