Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 113 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 15.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$108,756
-0.5%
3,277
+3.0%
0.00%0.0%
Q1 2024$109,319
+43.7%
3,183
+44.3%
0.00%0.0%
Q4 2023$76,090
+18.3%
2,206
+4.8%
0.00%0.0%
Q3 2023$64,293
-5.8%
2,105
+1.9%
0.00%0.0%
Q2 2023$68,235
+3005.8%
2,065
+2850.0%
0.00%
Q1 2023$2,197
-99.6%
70
-99.7%
0.00%
-100.0%
Q2 2022$537,000
-72.9%
20,332
-64.7%
0.01%
-67.7%
Q1 2022$1,980,00057,5830.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Lodestone Wealth Management LLC 12,053$307,7230.25%
Wharton Business Group, LLC 159,157$4,0630.24%
Wolf Group Capital Advisors 13,812$352,6200.17%
Wealthcare Advisory Partners LLC 103,105$2,632,2800.13%
Founders Capital Management 5,924$1510.11%
FLOW TRADERS U.S. LLC 80,283$2,0500.10%
Financial Advocates Investment Management 40,241$1,027,3450.08%
Sunbelt Securities, Inc. 13,862$353,9030.07%
Glass Jacobson Investment Advisors llc 4,405$112,4700.06%
OLD MISSION CAPITAL LLC 76,589$1,955,3170.06%
View complete list of ISHARES TR shareholders