Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 285,071$7,164,0005.33%
Long Run Wealth Advisors, LLC 109,325$2,744,0000.96%
Fingerlakes Wealth Management, Inc. 27,356$687,0000.80%
Level Financial Advisors 40,879$1,027,0000.79%
PECAUT & CO. 39,429$991,0000.48%
First Affirmative Financial Network 17,489$439,0000.42%
CWM, LLC 2,141,022$53,804,0000.38%
Bigelow Investment Advisors, LLC 27,372$688,0000.32%
One Wealth Advisors, LLC 51,851$1,303,0000.32%
KESTRA PRIVATE WEALTH SERVICES, LLC 240,739$6,050,0000.30%
View complete list of ISHARES TR shareholders