Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 307,844$6,8646.36%
Long Run Wealth Advisors, LLC 145,381$3,241,6331.17%
Fingerlakes Wealth Management, Inc. 26,935$600,5940.83%
Carr Financial Group Corp 50,911$1,135,1880.60%
One Wealth Advisors, LLC 113,191$2,523,8760.58%
Topel & Distasi Wealth Management, LLC 37,032$825,7210.46%
Level Financial Advisors 31,359$699,0000.46%
Horst & Graben Wealth Management LLC 77,093$1,719,0000.45%
Summit Wealth Group, LLC 19,015$4240.45%
Klaas Financial Asset Advisors, LLC 71,114$1,585,6640.39%
View complete list of ISHARES TR shareholders