Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 75 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 249,432$9,471,0004.50%
Sandell Asset Management Corp. 35,000$1,329,0000.53%
TCG Advisors, LP 7,374$280,0000.16%
Archer Investment Corp 7,000$265,790,0000.15%
Wharton Business Group, LLC 17,950$682,0000.07%
Dynamic Advisor Solutions LLC 8,985$341,0000.05%
IHT Wealth Management, LLC 7,613$289,0000.04%
Sowell Financial Services LLC 16,231$616,0000.03%
JAMES INVESTMENT RESEARCH INC 5,627$214,0000.02%
THRIVENT FINANCIAL FOR LUTHERANS 233,647$6,278,0000.02%
View complete list of ISHARES TR shareholders