Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 122 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,596,585
+3.8%
16,3870.0%0.02%0.0%
Q1 2024$1,537,920
+11.2%
16,3870.0%0.02%
-10.5%
Q4 2023$1,382,735
+11.9%
16,3870.0%0.02%0.0%
Q3 2023$1,235,744
-2.6%
16,3870.0%0.02%0.0%
Q2 2023$1,268,682
+8.6%
16,3870.0%0.02%0.0%
Q1 2023$1,167,738
-11.8%
16,387
-17.9%
0.02%
-17.4%
Q4 2022$1,323,747
+7.4%
19,9630.0%0.02%0.0%
Q3 2022$1,233,000
-6.9%
19,9630.0%0.02%
-4.2%
Q2 2022$1,325,000
-16.2%
19,9630.0%0.02%0.0%
Q1 2022$1,581,000
+7.8%
19,963
+14.8%
0.02%
+9.1%
Q4 2021$1,467,000
+11.7%
17,3880.0%0.02%
-4.3%
Q3 2021$1,313,000
+94.5%
17,388
+93.4%
0.02%
+109.1%
Q2 2021$675,0008,9920.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 27,632,094$2,188,186,00027.87%
Bank of Italy 6,282,081$497,792,00017.74%
Mizuho Bank, Ltd. 1,200,000$95,028,00012.88%
SWISS RE LTD 409,155$32,421,0005.70%
Northland Capital Management LLC 37,374$2,960,0002.94%
Goodwin Investment Advisory 47,769$3,782,0002.59%
RPg Family Wealth Advisory, LLC 60,716$4,808,100,0002.05%
W ADVISORS, LLC 24,989$1,979,0001.50%
BLUESTEM FINANCIAL ADVISORS, LLC 22,383$1,772,0001.11%
First Ascent Asset Management, LLC 70,915$5,616,0001.01%
View complete list of ISHARES TR shareholders