Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is EWU and the CUSIP is 46435G334. A total of 188 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,722
-2.2%
9710.0%0.00%
Q2 2023$31,412
+0.3%
9710.0%0.00%
-100.0%
Q1 2023$31,324
+101.9%
971
+91.9%
0.00%
Q4 2022$15,514
+10.8%
506
-3.4%
0.00%
Q3 2022$14,000
-36.4%
524
-27.6%
0.00%
Q2 2022$22,000
+29.4%
724
+44.8%
0.00%
Q1 2022$17,0000.0%5000.0%0.00%
Q4 2021$17,000
-10.5%
500
-17.1%
0.00%
Q3 2021$19,000
+171.4%
603
+172.9%
0.00%
Q2 2021$7,000
-100.0%
221
-61.5%
0.00%
Q1 2021$17,972,000
+224550.0%
574
+100.0%
0.00%
Q4 2020$8,000
+14.3%
2870.0%0.00%
Q3 2020$7,0000.0%2870.0%0.00%
Q2 2020$7,000
+16.7%
2870.0%0.00%
Q1 2020$6,000
-60.0%
287
-36.6%
0.00%
Q4 2019$15,000
-34.8%
453
-38.9%
0.00%
-100.0%
Q3 2019$23,000
-64.1%
742
-62.7%
0.00%
-50.0%
Q2 2019$64,000
+82.9%
1,990
+91.7%
0.00%0.0%
Q3 2018$35,000
-2.8%
1,0380.0%0.00%0.0%
Q2 2018$36,000
-42.9%
1,038
-43.0%
0.00%
-50.0%
Q1 2018$63,000
+70.3%
1,820
+75.3%
0.00%
+33.3%
Q4 2017$37,000
+1750.0%
1,038
+1472.7%
0.00%
Q3 2017$2,0000.0%660.0%0.00%
Q2 2017$2,0000.0%660.0%0.00%
Q1 2017$2,000660.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 2,350,480$80,151,00013.98%
Water Oak Advisors LLC 137,088$4,675,0002.99%
Accuvest Global Advisors 35,772$1,220,0002.54%
SUN LIFE FINANCIAL INC 244,015$8,321,0002.22%
OLD MISSION CAPITAL LLC 715,471$24,398,0001.88%
Pinnacle Advisory Group, Inc. 709,848$24,206,0001.63%
New Vernon Capital Holdings II LLC 82,592$2,816,0001.58%
Arlington Partners LLC 74,004$2,524,0001.55%
American Assets Investment Management, LLC 300,000$10,230,0001.54%
Main Management LLC 328,957$11,217,0001.51%
View complete list of ISHARES TR shareholders