Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,000
-16.7%
2550.0%0.00%
Q2 2022$6,0000.0%2550.0%0.00%
Q1 2022$6,0002550.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 7,903,585$204,071,00012.75%
IRONWOOD WEALTH MANAGEMENT, INC. 224,633$5,800,0004.16%
Armbruster Capital Management, Inc. 561,463$14,497,0004.09%
3D/L Capital Management, LLC 539,535$13,931,0003.33%
Kathmere Capital Management, LLC 606,833$15,668,0003.02%
ZEKE CAPITAL ADVISORS, LLC 1,513,471$39,078,0002.46%
Prosperity Planning, Inc. 137,394$3,548,0002.20%
SENTINEL TRUST CO LBA 1,002,644$25,888,0001.96%
Merriman Wealth Management, LLC 824,941$21,300,0001.83%
Tacita Capital Inc 115,010$2,970,0001.79%
View complete list of ISHARES TR shareholders