Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 97 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,690
+106.2%
1,721
+111.4%
0.00%
Q2 2023$18,2748140.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 127,579$3,127,0002.77%
PFG Private Wealth Management, LLC 191,769$4,700,0002.41%
Legacy CG, LLC 133,750$3,278,0002.13%
Matthew Goff Investment Advisor, LLC 270,098$6,620,0001.55%
Signature Wealth Management Group 117,971$2,891,0001.30%
Bradley & Co. Private Wealth Management, LLC 47,235$1,157,0000.99%
SIGMA INVESTMENT COUNSELORS INC 535,016$13,113,0000.94%
Guidance Point Advisors, LLC 50,844$1,844,0000.70%
Peloton Wealth Strategists 53,000$1,299,0000.54%
WRAPMANAGER INC 75,225$1,844,0000.49%
View complete list of ISHARES TR shareholders