Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 92 filers reported holding ISHARES TR in Q4 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
Q2 2024$63,719
+536.6%
1,369
+542.7%
0.00%
Q1 2024$10,010
-0.7%
2130.0%0.00%
Q4 2023$10,080
+3412.2%
213
+3450.0%
0.00%
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 Q4 2022
NameSharesValueWeighting ↓
Francis Financial, Inc. 326,312$15,186,5614.60%
Laurel Wealth Planning LLC 56,507$2,6301.83%
ROBINSON SMITH WEALTH ADVISORS LLC 25,715$1,196,7911.05%
Stewardship Advisors, LLC 53,590$2,494,0790.82%
Invera Wealth Advisors, LLC 12,825$602,1340.62%
Better Money Decisions, LLC 15,650$728,3610.55%
Shotwell Rutter Baer Inc 13,202$616,9290.55%
Private Wealth Management Group, LLC 24,662$1,147,7700.50%
Blue Barn Wealth, LLC 19,123$889,9840.50%
Omega Financial Group, LLC 16,349$760,9050.31%
View complete list of ISHARES TR shareholders