Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$846,416
+11.3%
14,826
+18.8%
0.01%
+18.2%
Q2 2023$760,279
+8.5%
12,482
+6.2%
0.01%0.0%
Q1 2023$700,600
+24.7%
11,757
+13.5%
0.01%
+10.0%
Q4 2022$561,966
+64.8%
10,355
+41.6%
0.01%
+66.7%
Q3 2022$341,000
-8.1%
7,315
+2.8%
0.01%
-14.3%
Q2 2022$371,000
-16.3%
7,116
-2.0%
0.01%0.0%
Q1 2022$443,000
+126.0%
7,258
+154.3%
0.01%
+133.3%
Q4 2021$196,000
+1.0%
2,854
-0.4%
0.00%0.0%
Q3 2021$194,000
+17.6%
2,865
+17.7%
0.00%0.0%
Q2 2021$165,000
-100.0%
2,434
-53.8%
0.00%0.0%
Q1 2021$342,058,000
+743504.3%
5,270
+620.9%
0.00%
+200.0%
Q4 2020$46,0007310.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders