Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,651,338
-7.1%
72,461
-0.8%
0.04%
-4.7%
Q2 2023$2,853,236
+2.9%
73,010
-1.7%
0.04%
-2.3%
Q1 2023$2,772,117
+15.2%
74,280
+11.9%
0.04%
+7.3%
Q4 2022$2,406,713
-10.7%
66,374
-20.6%
0.04%
-18.0%
Q3 2022$2,695,000
+9.0%
83,583
+15.1%
0.05%
+11.1%
Q2 2022$2,472,000
-18.7%
72,632
-6.9%
0.04%
-4.3%
Q1 2022$3,040,000
+28.0%
78,044
+25.7%
0.05%
+30.6%
Q4 2021$2,375,000
+26.7%
62,085
+12.9%
0.04%
+12.5%
Q3 2021$1,874,000
+2.3%
54,975
+6.0%
0.03%
+3.2%
Q2 2021$1,831,000
-100.0%
51,872
-58.2%
0.03%
-18.4%
Q1 2021$4,299,082,000124,1080.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders