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Ishares Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Tr (LQDW) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 687 24.55
2025-03-31 $89k 3.4k 26.29
2024-12-31 $89k 3.4k 26.27

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steward Partners Investment Advisory

Top funds holding Ishares Tr

Prime Capital Investment Advisors
Raymond James Financial
Commonwealth Equity Services
Jane Street
LPL Financial
Wealth Enhancement Advisory Services
Stifel Financial
Private Advisor
Armstrong Advisory Group
Napa Wealth Management
Advisor Group Holdings
Prosperity Consulting Group
SeaCrest Wealth Management
Emerald Investment Partners
Dover Advisors

View all funds holding Ishares Tr