Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 133 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,957,402
-3.4%
113,397
-2.4%
0.04%
-2.2%
Q2 2023$3,060,001
-3.6%
116,195
-2.6%
0.05%
-9.8%
Q1 2023$3,173,913
+0.5%
119,275
-0.4%
0.05%
-5.6%
Q4 2022$3,156,570
-6.4%
119,703
-8.0%
0.05%
-14.3%
Q3 2022$3,374,000
-6.0%
130,175
-3.4%
0.06%
-4.5%
Q2 2022$3,588,000
+6800.0%
134,745
+6867.2%
0.07%
+6500.0%
Q1 2022$52,000
-3.7%
1,9340.0%0.00%0.0%
Q4 2021$54,0000.0%1,9340.0%0.00%0.0%
Q3 2021$54,0000.0%1,9340.0%0.00%0.0%
Q2 2021$54,000
-100.0%
1,934
-50.0%
0.00%0.0%
Q1 2021$108,052,000
+199996.3%
3,868
+100.0%
0.00%0.0%
Q4 2020$54,0000.0%1,9340.0%0.00%0.0%
Q3 2020$54,0000.0%1,9340.0%0.00%
-50.0%
Q2 2020$54,000
+3.8%
1,9340.0%0.00%0.0%
Q1 2020$52,0000.0%1,9340.0%0.00%0.0%
Q4 2019$52,0000.0%1,9340.0%0.00%0.0%
Q3 2019$52,0000.0%1,9340.0%0.00%0.0%
Q2 2019$52,0001,9340.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
SENTINEL PENSION ADVISORS INC 41,282$1,116,0000.54%
Roof Eidam Maycock Peralta, LLC 37,600$1,017,0000.43%
Peloton Wealth Strategists 18,000$487,0000.40%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 179,594$4,856,0000.39%
Covington Investment Advisors Inc. 35,302$955,0000.36%
BCS Wealth Management 14,037$380,0000.27%
Estate Counselors, LLC 58,550$1,583,0000.26%
WRAPMANAGER INC 14,269$386,0000.17%
Capital Directions Investment Advisors, LLC 12,573$340,0000.14%
Altium Wealth Management LLC 29,005$784,0000.11%
View complete list of ISHARES TR shareholders