Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 545 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$10,798,786
-0.5%
137,075
+0.9%
0.11%
-5.0%
Q1 2024$10,856,853
+2.1%
135,864
-3.5%
0.12%
-16.7%
Q4 2023$10,633,741
+23.3%
140,770
+12.8%
0.14%
+8.3%
Q3 2023$8,624,549
+2.4%
124,758
+8.1%
0.13%
+5.6%
Q2 2023$8,419,801
+11.1%
115,450
+9.4%
0.13%
+4.1%
Q1 2023$7,579,515
+30.8%
105,506
+19.7%
0.12%
+22.2%
Q4 2022$5,793,966
+24.1%
88,135
+6.0%
0.10%
+13.8%
Q3 2022$4,669,000
-17.1%
83,178
-7.3%
0.09%
-15.5%
Q2 2022$5,631,000
-14.1%
89,720
+0.9%
0.10%
+2.0%
Q1 2022$6,554,000
+27.8%
88,888
+37.8%
0.10%
+29.5%
Q4 2021$5,127,000
-17.1%
64,518
-18.2%
0.08%
-26.4%
Q3 2021$6,186,000
+20.1%
78,919
+21.1%
0.11%
+21.8%
Q2 2021$5,152,000
-99.9%
65,189
-39.5%
0.09%
+20.8%
Q1 2021$8,175,558,000
+224503.2%
107,714
+116.1%
0.07%
-8.9%
Q4 2020$3,640,000
+28.6%
49,838
+11.7%
0.08%
+11.3%
Q3 2020$2,831,000
+64.1%
44,603
+56.6%
0.07%
+44.9%
Q2 2020$1,725,000
+39.5%
28,476
+22.3%
0.05%
+8.9%
Q1 2020$1,237,000
+483.5%
23,277
+654.8%
0.04%
+650.0%
Q4 2019$212,000
+125.5%
3,084
+108.4%
0.01%
+100.0%
Q3 2019$94,000
+23.7%
1,480
+23.6%
0.00%0.0%
Q2 2019$76,000
+590.9%
1,197
+608.3%
0.00%
+200.0%
Q3 2018$11,0000.0%1690.0%0.00%0.0%
Q2 2018$11,0001690.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 381,694$30,069,86316.84%
Financial Network Wealth Management LLC 325,311$25,6289.76%
High Note Wealth, LLC 281,124$22,146,9886.77%
SPINNAKER TRUST 1,189,313$93,694,0786.00%
Laurel Wealth Planning LLC 100,222$7,8955.50%
Shira Ridge Wealth Management 106,027$8,352,7914.65%
Clarity Asset Management, Inc. 74,503$5,869,3834.17%
Bond & Devick Financial Network, Inc. 98,596$7,767,3754.16%
Windsor Capital Management, LLC 164,523$12,961,1274.01%
Ellevest, Inc. 810,139$63,822,7203.83%
View complete list of ISHARES TR shareholders