Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 215 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$128,791
-52.4%
5,189
-52.4%
0.00%
-50.0%
Q2 2023$270,429
+443.1%
10,900
+443.1%
0.00%
+300.0%
Q1 2023$49,794
+66.2%
2,007
+65.5%
0.00%0.0%
Q4 2022$29,9611,2130.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 668,282$16,553,00015.16%
IFG Advisory, LLC 1,355,716$33,581,0003.05%
STUDIO INVESTMENT MANAGEMENT LLC 311,040$7,704,461,0002.77%
Reliant Wealth Planning 259,709$6,432,0002.73%
Richard P Slaughter Associates Inc 254,059$6,293,0002.63%
Campbell Wealth Management 573,542$14,207,0002.05%
SUMMITRY LLC 1,086,953$26,924,0002.03%
Safeguard Financial, LLC 78,270$1,939,0001.80%
OLD SECOND NATIONAL BANK OF AURORA 216,064$5,352,0001.65%
Royal Harbor Partners, LLC 90,477$2,241,0001.53%
View complete list of ISHARES TR shareholders