Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 411 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$74,913
-0.5%
1,4100.0%0.00%0.0%
Q1 2024$75,280
-81.0%
1,410
-81.9%
0.00%
-80.0%
Q4 2023$396,766
+9.3%
7,774
+0.6%
0.01%
-16.7%
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 2023
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders