Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. 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$744,314
+2.3%
34,206
+6.9%
0.01%0.0%
Q2 2023$727,643
+10.4%
31,998
+11.8%
0.01%0.0%
Q1 2023$658,959
+107.2%
28,632
+100.8%
0.01%
+120.0%
Q4 2022$317,972
+16.0%
14,260
+13.4%
0.01%0.0%
Q3 2022$274,000
+48.1%
12,576
+57.5%
0.01%
+66.7%
Q2 2022$185,000
+10.1%
7,986
+19.4%
0.00%0.0%
Q1 2022$168,000
+1766.7%
6,689
+1920.8%
0.00%
Q4 2021$9,0000.0%3310.0%0.00%
Q3 2021$9,0000.0%331
-0.3%
0.00%
Q2 2021$9,000
-100.0%
332
-98.3%
0.00%
-100.0%
Q1 2021$525,858,000
+214535.9%
19,516
+125.4%
0.01%0.0%
Q4 2020$245,000
+105.9%
8,658
+102.4%
0.01%
+66.7%
Q3 2020$119,000
+65.3%
4,277
+63.4%
0.00%
+50.0%
Q2 2020$72,000
+800.0%
2,618
+690.9%
0.00%
Q1 2020$8,0000.0%3310.0%0.00%
Q4 2019$8,0000.0%331
+1.2%
0.00%
Q3 2019$8,0000.0%3270.0%0.00%
Q2 2019$8,0000.0%3270.0%0.00%
Q3 2018$8,0000.0%3270.0%0.00%
Q2 2018$8,0003270.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders