Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 346 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,842,132
+175.8%
53,072
+180.4%
0.03%
+180.0%
Q2 2023$668,006
-2.6%
18,924
-1.9%
0.01%
-9.1%
Q1 2023$686,099
+2.2%
19,300
-0.7%
0.01%0.0%
Q4 2022$671,363
-8.8%
19,443
-11.2%
0.01%
-21.4%
Q3 2022$736,000
-11.4%
21,898
-8.7%
0.01%
-6.7%
Q2 2022$831,000
-13.7%
23,993
-3.2%
0.02%0.0%
Q1 2022$963,0000.0%24,790
+6.0%
0.02%0.0%
Q4 2021$963,000
+3.3%
23,388
+4.2%
0.02%
-6.2%
Q3 2021$932,000
-1.0%
22,446
-0.5%
0.02%0.0%
Q2 2021$941,000
-100.0%
22,562
-55.5%
0.02%
-11.1%
Q1 2021$2,086,248,000
+251255.2%
50,650
+151.7%
0.02%0.0%
Q4 2020$830,000
+47.7%
20,126
+41.2%
0.02%
+28.6%
Q3 2020$562,000
+3.5%
14,250
+0.2%
0.01%
-6.7%
Q2 2020$543,000
+2072.0%
14,216
+1902.3%
0.02%
+1400.0%
Q1 2020$25,000
-60.9%
710
-54.5%
0.00%
-50.0%
Q4 2019$64,000
+106.5%
1,560
+102.3%
0.00%
+100.0%
Q3 2019$31,000
-59.7%
771
-59.1%
0.00%
-66.7%
Q2 2019$77,0001,8860.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ERTS Wealth Advisors, LLC 849,710$35,059,00011.38%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,036,324$207,799,00010.94%
WBI INVESTMENTS, LLC 1,749,118$72,169,00010.92%
Copperleaf Capital, LLC 94,108$3,883,0003.32%
ALLSTATE CORP 2,555,000$105,420,0003.27%
Morningstar Investment Management LLC 682,303$28,152,0003.16%
Cavalier Investments, LLC 160,000$6,602,0003.02%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 8,388,487$346,109,0002.63%
Donoghue Forlines LLC 317,827$13,114,0002.53%
Alaska Permanent Fund Corp 3,360,410$138,651,0002.51%
View complete list of ISHARES TR shareholders