Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 72 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$254,278
-1.0%
10,1630.0%0.00%0.0%
Q1 2024$256,819
-1.3%
10,1630.0%0.00%
-25.0%
Q4 2023$260,071
+598.6%
10,163
+566.4%
0.00%
+300.0%
Q3 2023$37,225
+103.5%
1,525
+109.8%
0.00%
Q2 2023$18,2917270.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 388,857$10,204,0002.45%
Peloton Wealth Strategists 14,000$367,0000.30%
CONFLUENCE INVESTMENT MANAGEMENT LLC 202,464$5,313,0000.10%
Asset Dedication, LLC 8,530$223,0000.07%
Beacon Pointe Advisors, LLC 11,160$292,0000.05%
CAPITAL ONE FINANCIAL CORP 7,715$202,0000.03%
CAPTRUST FINANCIAL ADVISORS 33,476$860,0000.02%
BENJAMIN F. EDWARDS & COMPANY, INC. 5,285$139,0000.01%
TimeScale Financial, Inc. 1,210$31,0000.01%
JANE STREET GROUP, LLC 256,545$6,732,0000.01%
View complete list of ISHARES TR shareholders