Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 183,939$4,932,0001.60%
SONATA CAPITAL GROUP INC 108,500$2,909,0001.22%
Paradigm, Strategies in Wealth Management, LLC 39,724$1,065,0001.08%
Gateway Advisory, LLC 182,522$4,894,0001.04%
SENTINEL PENSION ADVISORS INC 96,629$2,591,0000.82%
LEAVELL INVESTMENT MANAGEMENT, INC. 336,835$9,032,0000.60%
NORTHCAPE WEALTH MANAGEMENT, LLC 59,517$1,596,0000.54%
Paradiem, LLC 61,475$1,625,0000.53%
CHILDRESS CAPITAL ADVISORS, LLC 38,200$1,024,0000.42%
Peloton Wealth Strategists 36,700$984,0000.39%
View complete list of ISHARES TR shareholders