Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,682,884
-0.6%
97,418
+3.5%
0.07%
+1.4%
Q2 2023$4,713,189
+0.9%
94,094
+2.1%
0.07%
-5.3%
Q1 2023$4,669,412
+9.7%
92,172
+6.3%
0.08%
+4.2%
Q4 2022$4,257,205
+3.8%
86,687
+1.5%
0.07%
-6.5%
Q3 2022$4,103,000
+36.0%
85,396
+44.3%
0.08%
+40.0%
Q2 2022$3,016,000
-10.8%
59,169
-3.7%
0.06%
+5.8%
Q1 2022$3,382,000
-20.6%
61,443
-13.9%
0.05%
-20.0%
Q4 2021$4,261,000
-1.3%
71,326
-0.7%
0.06%
-12.2%
Q3 2021$4,318,000
+1.8%
71,842
+2.6%
0.07%
+2.8%
Q2 2021$4,243,000
-99.9%
70,036
-45.2%
0.07%
+9.1%
Q1 2021$7,547,514,000
+223596.3%
127,838
+134.8%
0.07%
-9.6%
Q4 2020$3,374,000
+5.9%
54,453
+3.8%
0.07%
-8.8%
Q3 2020$3,187,000
-13.9%
52,440
-14.4%
0.08%
-24.5%
Q2 2020$3,703,000
+18.1%
61,293
+9.5%
0.11%
-7.8%
Q1 2020$3,136,000
-19.9%
55,990
-16.6%
0.12%
-0.9%
Q4 2019$3,914,000
+58.4%
67,141
+58.3%
0.12%
+39.8%
Q3 2019$2,471,000
+21.5%
42,411
+19.0%
0.08%
+10.7%
Q2 2019$2,033,000
+51.3%
35,627
+46.4%
0.08%
+31.6%
Q1 2019$1,344,000
+16.2%
24,328
+11.3%
0.06%
+1.8%
Q4 2018$1,157,000
+1277.4%
21,851
+1288.2%
0.06%
+1300.0%
Q3 2018$84,000
-19.2%
1,574
+62.3%
0.00%
-33.3%
Q2 2018$104,000
+1980.0%
970
+1840.0%
0.01%
Q1 2018$5,0000.0%500.0%0.00%
Q4 2017$5,0000.0%500.0%0.00%
-100.0%
Q3 2017$5,0000.0%500.0%0.00%0.0%
Q2 2017$5,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders