Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 103 filers reported holding ISHARES TR in Q3 2023. 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$5,579
-9.1%
1500.0%0.00%
Q2 2023$6,137
-14.0%
150
-19.4%
0.00%
Q1 2023$7,135
+402.1%
186
+342.9%
0.00%
Q4 2022$1,421
+42.1%
420.0%0.00%
Q3 2022$1,000
-50.0%
420.0%0.00%
Q2 2022$2,0000.0%420.0%0.00%
Q1 2022$2,00042
+600.0%
0.00%
Q4 2021$060.0%0.00%
Q3 2021$0
-100.0%
6
-98.0%
0.00%
Q1 2021$13,836,0003000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 79,367$2,654,0002.51%
Financial Architects, Inc 65,811$2,201,0000.38%
Highland Financial Advisors, LLC 12,002$401,0000.28%
TCG Advisory Services, LLC 25,822$863,0000.26%
Better Money Decisions, LLC 7,925$265,0000.26%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 63,480$2,123,0000.20%
Merit Financial Group, LLC 59,831$2,001,0000.09%
Traynor Capital Management, Inc. 12,420$415,0000.07%
Almanack Investment Partners, LLC. 5,350$179,0000.04%
Kestra Advisory Services, LLC 183,926$3,078,075,0000.03%
View complete list of ISHARES TR shareholders