Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$963,668
-0.5%
40,422
-0.7%
0.02%0.0%
Q2 2023$968,437
-12.9%
40,691
-12.2%
0.02%
-16.7%
Q1 2023$1,112,219
-4.1%
46,323
-4.8%
0.02%
-10.0%
Q4 2022$1,160,34648,6520.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 666,030$15,864,77912.49%
Financial Strategies Group, Inc. 874,312$20,808,6176.56%
4J Wealth Management LLC 259,179$6,178,8196.15%
Day & Ennis, LLC 628,058$14,972,8945.58%
Campbell Wealth Management 1,751,576$41,7585.08%
SevenOneSeven Capital Management 90,323$2,151,4945.00%
Keeler Thomas Management LLC 508,969$12,104,4594.48%
Faithward Advisors, LLC 720,765$17,168,6314.18%
Atlantic Private Wealth, LLC 148,252$3,534,3213.57%
Stephens Consulting, LLC 362,600$8,644,3763.51%
View complete list of ISHARES TR shareholders