Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders