Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 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 2023$11,668
-0.6%
5000.0%0.00%
Q2 2023$11,735
-1.1%
5000.0%0.00%
Q1 2023$11,865
+1.6%
5000.0%0.00%
Q4 2022$11,675
-2.7%
5000.0%0.00%
Q3 2022$12,000
-99.9%
500
+25.0%
0.00%
Q1 2021$10,544,0004000.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 255,622$6,774,0003.96%
CAPITAL ADVISORS INC/OK 3,695,265$97,925,0002.91%
4Thought Financial Group Inc. 123,623$3,276,0002.84%
Sound View Wealth Advisors Group, LLC 439,163$11,638,0002.43%
Peloton Wealth Strategists 203,200$5,385,0002.20%
SIGMA INVESTMENT COUNSELORS INC 1,041,658$27,604,0002.04%
Aptus Capital Advisors, LLC 2,974,280$78,818,0002.03%
Signature Wealth Management Group 124,847$3,308,0001.84%
Gateway Advisory, LLC 303,542$8,044,0001.67%
IRON Financial LLC 121,533$3,221,0001.54%
View complete list of ISHARES TR shareholders