Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 59 filers reported holding ISHARES TR in Q4 2022. 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
Q4 2022$4,861
-95.7%
171
-95.9%
0.00%
-100.0%
Q3 2022$112,000
+67.2%
4,176
+76.1%
0.00%
+100.0%
Q2 2022$67,0002,3710.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 752,564$25,448,25511.71%
Atlantic Private Wealth, LLC 84,761$2,866,1832.91%
Better Money Decisions, LLC 67,444$2,280,6551.86%
SUN LIFE FINANCIAL INC 823,040$27,831,0981.70%
BSW Wealth Partners 112,087$3,790,2670.79%
Wick Capital Partners, LLC 32,343$1,093,6910.65%
US FINANCIAL ADVISORS, LLC 33,963$1,148,4710.49%
Biltmore Family Office, LLC 67,046$2,267,1870.48%
Leverty Financial Group, LLC 13,933$471,1500.34%
Armor Investment Advisors, LLC 11,722$396,3840.24%
View complete list of ISHARES TR shareholders