Steward Partners Investment Advisory, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IEUS and the CUSIP is 464288497. A total of 54 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$82,523
-1.3%
1,4760.0%0.00%0.0%
Q1 2024$83,601
+0.8%
1,4760.0%0.00%0.0%
Q4 2023$82,951
+13.6%
1,4760.0%0.00%0.0%
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$7,000–170–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Fusion Investment Group, LLC 11,910$552,0000.43%
BOSTON FAMILY OFFICE LLC 4,400$204,0000.03%
LAZARD ASSET MANAGEMENT LLC 150,000$6,984,0000.02%
JANE STREET GROUP, LLC 24,953$1,156,0000.01%
Transamerica Financial Advisors, Inc. 1,307$61,0000.00%
Alerus Investment Advisors Corp 573$27,0000.00%
RAYMOND JAMES & ASSOCIATES 18,382$852,0000.00%
Virtus Fund Advisers, LLC 6,919$321,0000.00%
Commonwealth Equity Services, Inc 4,647$215,0000.00%
Capital Directions Investment Advisors, LLC 58$3,0000.00%
View complete list of ISHARES TR shareholders