Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q2 2022. 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
Q3 2023$287
-2.0%
60.0%0.00%
Q2 2023$293
-0.3%
60.0%0.00%
Q1 2023$294
+3.2%
60.0%0.00%
Q4 2022$28560.0%0.00%
Q3 2022$060.0%0.00%
Q2 2022$060.0%0.00%
Q1 2022$060.0%0.00%
Q4 2021$060.0%0.00%
Q3 2021$060.0%0.00%
Q2 2021$0
-100.0%
6
-50.0%
0.00%
Q1 2021$656,000120.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Francis Financial, Inc. 194,205$9,037,5634.88%
Stewardship Advisors, LLC 107,273$4,992,0781.88%
Laurel Wealth Planning LLC 52,935$2,4631.76%
Better Money Decisions, LLC 17,162$798,6770.65%
Blue Barn Wealth, LLC 16,721$778,1320.51%
Omega Financial Group, LLC 16,325$759,6930.35%
Carr Financial Group Corp 14,616$680,1730.27%
Walkner Condon Financial Advisors LLC 19,071$887,0680.24%
KilterHowling LLC 5,409$251,7180.22%
Empower Advisory Group, LLC 945,222$43,987,0610.19%
View complete list of ISHARES TR shareholders