Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 96 filers reported holding ISHARES TR in Q4 2020. 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
Q1 2023$50,757
+0.5%
1,9620.0%0.00%0.0%
Q4 2022$50,522
-47.4%
1,962
-47.8%
0.00%
-50.0%
Q3 2022$96,000
+88.2%
3,762
+91.7%
0.00%
+100.0%
Q2 2022$51,0000.0%1,9620.0%0.00%0.0%
Q1 2022$51,000
-3.8%
1,9620.0%0.00%0.0%
Q4 2021$53,0000.0%1,9620.0%0.00%0.0%
Q3 2021$53,000
-25.4%
1,962
-25.0%
0.00%0.0%
Q2 2021$71,000
-99.9%
2,617
-50.0%
0.00%0.0%
Q1 2021$141,292,000
+198902.8%
5,234
+100.0%
0.00%
-50.0%
Q4 2020$71,0000.0%2,6170.0%0.00%0.0%
Q3 2020$71,0000.0%2,6170.0%0.00%0.0%
Q2 2020$71,000
+4.4%
2,6170.0%0.00%0.0%
Q1 2020$68,000
-1.4%
2,617
+0.2%
0.00%0.0%
Q4 2019$69,000
+1.5%
2,6120.0%0.00%0.0%
Q3 2019$68,0000.0%2,6120.0%0.00%0.0%
Q2 2019$68,0002,6120.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 129,330$3,503,0001.34%
SONATA CAPITAL GROUP INC 60,223$1,631,0000.81%
SENTINEL PENSION ADVISORS INC 70,734$1,916,0000.70%
Paradiem, LLC 54,576$1,481,0000.63%
Gateway Advisory, LLC 97,342$2,637,0000.57%
Peloton Wealth Strategists 40,700$1,103,0000.55%
Estate Counselors, LLC 111,055$3,008,0000.45%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 91,653$2,483,0000.38%
Paulson Wealth Management Inc. 23,616$640,0000.37%
View complete list of ISHARES TR shareholders