Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$363,161
-4.7%
7,725
-0.3%
0.01%0.0%
Q2 2023$381,267
+2.4%
7,746
+1.5%
0.01%0.0%
Q1 2023$372,160
-18.3%
7,631
-23.8%
0.01%
-25.0%
Q4 2022$455,454
+60.9%
10,010
+41.4%
0.01%
+60.0%
Q3 2022$283,000
-58.5%
7,080
-53.3%
0.01%
-58.3%
Q2 2022$682,000
+96.5%
15,147
+128.4%
0.01%
+140.0%
Q1 2022$347,000
+16.8%
6,633
+24.3%
0.01%0.0%
Q4 2021$297,000
+2.4%
5,337
+2.0%
0.01%0.0%
Q3 2021$290,000
+27.8%
5,232
+32.3%
0.01%
+25.0%
Q2 2021$227,000
-99.9%
3,955
-31.7%
0.00%
+33.3%
Q1 2021$319,540,000
+198372.0%
5,790
+90.8%
0.00%0.0%
Q4 2020$161,000
+89.4%
3,035
+64.3%
0.00%
+50.0%
Q3 2020$85,0001,8470.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders