Steward Partners Investment Advisory, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 106 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$19,924
-81.3%
400
-81.3%
0.00%
-100.0%
Q4 2022$106,401
+0.4%
2,1400.0%0.00%0.0%
Q3 2022$106,000
+7.1%
2,140
+7.0%
0.00%0.0%
Q2 2022$99,000
-1.0%
2,0000.0%0.00%0.0%
Q1 2022$100,0000.0%2,0000.0%0.00%0.0%
Q4 2021$100,0000.0%2,0000.0%0.00%0.0%
Q3 2021$100,0000.0%2,0000.0%0.00%0.0%
Q2 2021$100,000
-100.0%
2,000
-50.0%
0.00%0.0%
Q1 2021$201,000,000
+200900.0%
4,000
+100.0%
0.00%0.0%
Q4 2020$100,0000.0%2,0000.0%0.00%
-33.3%
Q3 2020$100,000
-89.4%
2,000
-89.4%
0.00%
-88.9%
Q2 2020$943,000
+10.7%
18,813
+9.9%
0.03%
-12.9%
Q1 2020$852,000
-2.1%
17,124
-1.5%
0.03%
+19.2%
Q4 2019$870,00017,3760.03%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Syverson Strege & Co 88,259$4,392,0004.78%
Karn, Couzens & Associates, Inc. 75,055$3,735,0002.37%
Horizon Family Wealth, Inc. 29,984$1,492,0001.48%
Insight Inv LLC 30,950$1,540,0001.40%
Integrated Wealth Concepts LLC 697,705$34,718,0001.06%
4J Wealth Management LLC 23,880$1,188,0001.04%
Elmwood Wealth Management, Inc. 39,735$1,977,0001.01%
TOBIAS FINANCIAL ADVISORS, INC. 47,637$2,370,0000.82%
GRIES FINANCIAL LLC 25,630$1,275,0000.47%
Cross Staff Investments Inc 10,100$503,0000.47%
View complete list of ISHARES U S ETF TR shareholders