Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUS and the CUSIP is 464288497. A total of 43 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$73,032
-6.2%
1,4760.0%0.00%0.0%
Q2 2023$77,829
-1.2%
1,4760.0%0.00%0.0%
Q1 2023$78,745
+8.0%
1,4760.0%0.00%0.0%
Q4 2022$72,914
+21.5%
1,4760.0%0.00%0.0%
Q3 2022$60,000
+2900.0%
1,476
+3684.6%
0.00%
Q1 2022$2,000
-33.3%
390.0%0.00%
Q4 2021$3,000
-100.0%
39
-94.2%
0.00%
Q1 2021$44,052,000
+550550.0%
670
+294.1%
0.00%
Q2 2019$8,000
-11.1%
1700.0%0.00%
Q3 2018$9,000
-10.0%
1700.0%0.00%
-100.0%
Q2 2018$10,000
+11.1%
1700.0%0.00%0.0%
Q1 2018$9,0000.0%1700.0%0.00%0.0%
Q4 2017$9,0000.0%1700.0%0.00%0.0%
Q3 2017$9,000
+12.5%
1700.0%0.00%0.0%
Q2 2017$8,0000.0%1700.0%0.00%0.0%
Q1 2017$8,000
+14.3%
1700.0%0.00%
-66.7%
Q4 2016$7,0001700.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Janney Capital Management LLC 365,013$19,4731.46%
COURIER CAPITAL LLC 76,735$4,093,8270.45%
Financial Alternatives, Inc 4,360$232,6060.22%
InTrack Investment Management Inc 3,805$204,4430.19%
Sweet Financial Partners, LLC 9,755$520,4290.14%
Matisse Capital 3,788$202,0900.13%
Lee Financial Co 11,883$633,9590.11%
Cedar Wealth Management, LLC 4,763$254,1040.10%
Full Sail Capital, LLC 14,200$757,5700.07%
ASHFORD CAPITAL MANAGEMENT INC 5,862$312,7380.05%
View complete list of ISHARES TR shareholders