Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 61 filers reported holding ISHARES TR in Q2 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
Q2 2024$51,577
-1.0%
2,5420.0%0.00%0.0%
Q1 2024$52,086
-1.3%
2,5420.0%0.00%0.0%
Q4 2023$52,797
+7.1%
2,5420.0%0.00%0.0%
Q3 2023$49,277
+58.5%
2,542
+65.7%
0.00%
Q2 2023$31,0941,5340.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 635,807$12,900,5249.85%
Gateway Advisory, LLC 1,564,196$31,737,5485.39%
4Thought Financial Group Inc. 214,346$4,349,0832.70%
Buffington Mohr McNeal 617,686$12,532,8432.20%
Guidance Point Advisors, LLC 337,424$6,846,3212.14%
Keeler Thomas Management LLC 283,730$5,761,0351.96%
SIGMA INVESTMENT COUNSELORS INC 1,243,314$25,226,8371.58%
Venture Visionary Partners LLC 1,677,720$34,041,6681.57%
Seascape Capital Management 203,257$4,1241.54%
Signature Wealth Management Group 160,053$3,247,4691.42%
View complete list of ISHARES TR shareholders