Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,323
-0.6%
2660.0%0.00%
Q2 2023$6,360
-0.6%
2660.0%0.00%
Q1 2023$6,400
-92.0%
266
-92.1%
0.00%
-100.0%
Q4 2022$79,814
-31.8%
3,358
-32.3%
0.00%
-50.0%
Q3 2022$117,000
-7.9%
4,963
-5.8%
0.00%0.0%
Q2 2022$127,000
-13.0%
5,267
-11.2%
0.00%0.0%
Q1 2022$146,000
-42.7%
5,932
-40.4%
0.00%
-50.0%
Q4 2021$255,000
-29.2%
9,946
-28.2%
0.00%
-33.3%
Q3 2021$360,000
-29.8%
13,857
-29.6%
0.01%
-33.3%
Q2 2021$513,000
-99.9%
19,697
-13.1%
0.01%
+80.0%
Q1 2021$588,718,000
+420412.9%
22,664
+322.5%
0.01%
+66.7%
Q4 2020$140,000
+34.6%
5,364
+34.3%
0.00%0.0%
Q3 2020$104,000
-28.3%
3,993
-28.4%
0.00%
-25.0%
Q2 2020$145,000
-31.6%
5,573
-34.6%
0.00%
-50.0%
Q1 2020$212,000
-16.5%
8,525
-15.0%
0.01%0.0%
Q4 2019$254,0000.0%10,025
+0.2%
0.01%
-11.1%
Q3 2019$254,000
+67.1%
10,004
+66.6%
0.01%
+50.0%
Q2 2019$152,000
+1800.0%
6,004
+1753.1%
0.01%
Q3 2018$8,0000.0%3240.0%0.00%
Q2 2018$8,0003240.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
First Pacific Financial 367,192$9,044,0004.65%
Private Ocean, LLC 1,131,724$27,874,0003.48%
Laurel Wealth Planning LLC 143,915$3,545,0002.39%
Braun-Bostich & Associates Inc. 43,415$1,069,0002.30%
Stewardship Advisors, LLC 224,767$5,536,0002.04%
Summit Wealth Group, LLC 72,829$1,794,0001.88%
IMPACTfolio, LLC 91,101$2,244,0001.67%
Evergreen Wealth Solutions, LLC 58,973$1,453,0001.41%
Affinity Capital Advisors, LLC 179,518$4,422,0001.38%
Arlington Financial Advisors, LLC 145,302$3,579,0001.36%
View complete list of ISHARES TR shareholders