Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. 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 Q3 2021
NameSharesValueWeighting ↓
Virginia National Bank 23,817$616,1452.17%
Praetorian Wealth Management, Inc. 215,967$5,587,0661.82%
SONATA CAPITAL GROUP INC 108,065$2,7961.51%
Newman Dignan & Sheerar, Inc. 155,434$4,021,0681.29%
Paradigm, Strategies in Wealth Management, LLC 61,459$1,589,9441.25%
COLONY GROUP LLC 3,213,076$83,1221.23%
4J Wealth Management LLC 42,950$1,111,1291.19%
Covington Investment Advisors Inc. 183,872$4,7571.07%
Paradiem, LLC 125,678$3,251,2901.01%
Gateway Advisory, LLC 163,852$4,2390.94%
View complete list of ISHARES TR shareholders