Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is and the CUSIP is 46436E312. A total of 45 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$51,429
-1.0%
2,0940.0%0.00%0.0%
Q1 2024$51,952
-1.7%
2,0940.0%0.00%0.0%
Q4 2023$52,832
+7.5%
2,0940.0%0.00%0.0%
Q3 2023$49,167
+58.0%
2,094
+65.7%
0.00%
Q2 2023$31,1201,2640.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,289,265$31,664,3695.38%
Paradigm, Strategies in Wealth Management, LLC 269,965$6,630,3394.07%
Seneca House Advisors 352,122$8,648,1163.75%
FIRST INTERSTATE BANK 2,136,419$52,470,4513.48%
4Thought Financial Group Inc. 164,345$4,036,3092.51%
Guidance Point Advisors, LLC 278,312$6,835,3622.13%
MV CAPITAL MANAGEMENT, INC. 568,052$13,951,3601.57%
SIGMA INVESTMENT COUNSELORS INC 962,285$23,633,7241.48%
Evergreen Private Wealth LLC 115,731$2,842,3651.40%
ARROW FINANCIAL CORP 573,019$14,073,3471.37%
View complete list of ISHARES TR shareholders