Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,248
-12.9%
6510.0%0.00%
Q2 2023$15,203
+0.4%
6510.0%0.00%
Q1 2023$15,149
-7.5%
6510.0%0.00%
Q4 2022$16,386
-3.6%
6510.0%0.00%
Q3 2022$17,000
-10.5%
6510.0%0.00%
Q2 2022$19,000
-13.6%
6510.0%0.00%
Q1 2022$22,000
-24.1%
6510.0%0.00%
Q4 2021$29,000
-12.1%
6510.0%0.00%
-100.0%
Q3 2021$33,0006510.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders