Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,852,038
+4.2%
117,571
+9.3%
0.10%
+6.1%
Q2 2023$6,576,023
+630.4%
107,592
+622.7%
0.10%
+607.1%
Q1 2023$900,277
+22.4%
14,888
+13.3%
0.01%
+7.7%
Q4 2022$735,801
-40.7%
13,144
-48.8%
0.01%
-43.5%
Q3 2022$1,240,000
-33.9%
25,666
-26.5%
0.02%
-32.4%
Q2 2022$1,877,000
+117.2%
34,934
+157.3%
0.03%
+161.5%
Q1 2022$864,000
-25.8%
13,579
-21.2%
0.01%
-27.8%
Q4 2021$1,164,000
+55.0%
17,226
+53.2%
0.02%
+38.5%
Q3 2021$751,000
-0.9%
11,2440.0%0.01%0.0%
Q2 2021$758,000
-99.9%
11,244
-49.5%
0.01%0.0%
Q1 2021$1,439,030,000
+216621.4%
22,276
+106.8%
0.01%
-7.1%
Q4 2020$664,000
-27.0%
10,773
-36.1%
0.01%
-39.1%
Q3 2020$910,000
+9.5%
16,865
+3.7%
0.02%
-4.2%
Q2 2020$831,000
-45.2%
16,260
-52.5%
0.02%
-57.1%
Q1 2020$1,517,000
+5734.6%
34,237
+7032.7%
0.06%
+5500.0%
Q2 2019$26,000
-99.5%
480
-99.6%
0.00%
-99.6%
Q4 2018$5,772,000118,1760.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders