Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,550,389
-83.3%
25,844
-82.6%
0.02%
-82.9%
Q2 2023$9,303,711
+2.8%
148,574
+1.7%
0.14%
-3.4%
Q1 2023$9,046,867
+41.5%
146,035
+32.2%
0.14%
+33.0%
Q4 2022$6,393,887
+13.1%
110,468
-0.5%
0.11%
+2.8%
Q3 2022$5,655,000
-32.0%
111,065
-23.8%
0.11%
-30.3%
Q2 2022$8,313,000
-17.7%
145,774
-3.9%
0.15%
-2.6%
Q1 2022$10,102,000
-1.1%
151,726
+5.4%
0.16%
+0.6%
Q4 2021$10,213,000
-1.4%
143,961
-1.3%
0.16%
-12.9%
Q3 2021$10,353,000
-0.6%
145,818
+2.6%
0.18%
+1.1%
Q2 2021$10,419,000
-99.9%
142,136
-52.0%
0.18%
-3.8%
Q1 2021$20,802,178,000
+397191.4%
295,990
+279.8%
0.18%
+61.9%
Q4 2020$5,236,000
+18.2%
77,935
+2.6%
0.11%
+0.9%
Q3 2020$4,431,000
+96.3%
75,944
+83.5%
0.11%
+75.0%
Q2 2020$2,257,000
+694.7%
41,396
+583.2%
0.06%
+540.0%
Q1 2020$284,000
-79.4%
6,059
-72.8%
0.01%
-75.6%
Q4 2019$1,378,000
+17.4%
22,274
+9.6%
0.04%
+2.5%
Q3 2019$1,174,000
-2.6%
20,331
-1.1%
0.04%
-9.1%
Q2 2019$1,205,000
+19.5%
20,562
+18.3%
0.04%
+2.3%
Q1 2019$1,008,000
+21.7%
17,374
+10.1%
0.04%
+7.5%
Q4 2018$828,000
+64.0%
15,774
+88.5%
0.04%
+66.7%
Q3 2018$505,000
-15.8%
8,369
-16.1%
0.02%
-33.3%
Q2 2018$600,000
-4.2%
9,973
+0.4%
0.04%
-16.3%
Q1 2018$626,0000.0%9,9310.0%0.04%
-10.4%
Q4 2017$626,000
+3.5%
9,9310.0%0.05%
-22.6%
Q3 2017$605,000
+27.4%
9,931
+19.7%
0.06%
+17.0%
Q2 2017$475,000
+239.3%
8,295
+222.6%
0.05%
+152.4%
Q1 2017$140,0002,5710.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders