Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 224 filers reported holding ISHARES TR in Q2 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 Q2 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 169,732$4,167,0004.49%
CAPITAL ADVISORS INC/OK 2,554,460$62,712,0003.40%
Signature Wealth Management Group 118,095$2,899,0002.55%
Motley Fool Wealth Management, LLC 1,221,929$29,998,0002.17%
SIGMA INVESTMENT COUNSELORS INC 351,979$8,641,0001.10%
WRAPMANAGER INC 68,249$1,676,0000.75%
TLWM 49,897$1,227,0000.72%
Peloton Wealth Strategists 35,500$872,0000.71%
Timber Creek Capital Management LLC 39,120$960,0000.70%
GODSEY & GIBB, INC 120,215$2,951,0000.56%
View complete list of ISHARES TR shareholders