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 401,798$9,375,9516.97%
SHUFRO ROSE & CO LLC 3,104,001$72,431,8766.83%
Keeler Thomas Management LLC 626,009$14,801,9185.48%
Gateway Advisory, LLC 751,100$17,526,9103.58%
Foundation Wealth Management, LLC 151,413$3,533,2193.53%
Buffington Mohr McNeal 563,804$13,156,3602.99%
Sound View Wealth Advisors Group, LLC 1,009,298$23,551,9642.93%
Michael S. Ryan, Inc. 126,390$2,942,3652.81%
Windsor Capital Management, LLC 338,292$7,894,0562.73%
Peloton Wealth Strategists 246,790$5,7592.66%
View complete list of ISHARES TR shareholders