Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$57,167
-26.6%
2,379
-25.2%
0.00%0.0%
Q2 2023$77,886
-44.0%
3,179
-43.0%
0.00%
-50.0%
Q1 2023$139,065
-17.7%
5,576
-19.8%
0.00%
-33.3%
Q4 2022$168,961
+2.4%
6,9560.0%0.00%0.0%
Q3 2022$165,000
-5.2%
6,956
-0.3%
0.00%0.0%
Q2 2022$174,000
-14.7%
6,976
-10.1%
0.00%0.0%
Q1 2022$204,000
-7.3%
7,7600.0%0.00%0.0%
Q4 2021$220,000
-0.9%
7,7600.0%0.00%
-25.0%
Q3 2021$222,000
+37.0%
7,760
+38.6%
0.00%
+33.3%
Q2 2021$162,000
-99.9%
5,600
+35.4%
0.00%
+200.0%
Q1 2021$117,132,000
+191919.7%
4,136
+100.0%
0.00%0.0%
Q4 2020$61,000
+1.7%
2,0680.0%0.00%
-50.0%
Q3 2020$60,0002,0680.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 182,897$4,588,8863.81%
RVW Wealth, LLC 634,955$15,931,0101.75%
Capital Investment Advisors, LLC 1,988,746$49,897,6341.25%
CGN Advisors LLC 137,180$3,441,8590.48%
Bartlett & Co. LLC 600$150.00%
View complete list of ISHARES TR shareholders