Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 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 Q1 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders