Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 32 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$677,170
+10.4%
16,577
+15.1%
0.01%
+11.1%
Q2 2023$613,493
+4.5%
14,408
+6.1%
0.01%0.0%
Q1 2023$586,847
-31.2%
13,575
-32.8%
0.01%
-40.0%
Q4 2022$852,524
+6.0%
20,202
+5.1%
0.02%0.0%
Q3 2022$804,000
-1.0%
19,224
+4.2%
0.02%0.0%
Q2 2022$812,000
-8.4%
18,450
-3.2%
0.02%
+7.1%
Q1 2022$886,000
+11.4%
19,060
+18.5%
0.01%
+16.7%
Q4 2021$795,000
+9.5%
16,078
+9.8%
0.01%0.0%
Q3 2021$726,000
+42.1%
14,646
+42.3%
0.01%
+33.3%
Q2 2021$511,000
-99.9%
10,289
-50.0%
0.01%0.0%
Q1 2021$1,008,252,000
+346378.4%
20,564
+257.3%
0.01%
+50.0%
Q4 2020$291,0005,7560.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 306,587$14,247,00010.61%
One Wealth Advisors, LLC 297,258$13,814,0003.38%
Sharkey, Howes & Javer 165,945$7,711,0001.76%
Financial Connections Group, Inc. 29,081$1,351,0001.36%
Horst & Graben Wealth Management LLC 108,989$5,065,0001.24%
Leonard Rickey Investment Advisors P.L.L.C. 53,850$2,502,0000.95%
RETIREMENT CAPITAL STRATEGIES 50,913$2,307,0000.92%
Spectrum Planning & Advisory Services Inc. 15,599$725,0000.66%
VERITY Wealth Advisors 13,161$612,0000.54%
55I, LLC 490,331$22,786,0000.54%
View complete list of ISHARES TR shareholders