Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 142 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$702,288
-4.2%
16,505
-3.6%
0.01%
-12.5%
Q1 2024$733,421
-0.5%
17,124
+0.5%
0.01%
-20.0%
Q4 2023$736,804
+8.8%
17,032
+2.7%
0.01%0.0%
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 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 403,162$17,154,5439.61%
SEEDS INVESTOR LLC 377,347$16,056,1148.23%
Balanced Rock Investment Advisors LLC 212,108$9,025,2077.59%
TCWP LLC 7,133$303,5240.74%
SigFig Wealth Management, LLC 446,030$18,978,5300.71%
Shared Vision Wealth Group LLC 27,870$1,185,8750.69%
Leonard Rickey Investment Advisors P.L.L.C. 49,047$2,086,9380.50%
Financial Connections Group, Inc. 21,553$9170.48%
Horst & Graben Wealth Management LLC 49,884$2,122,5630.40%
Sandbox Financial Partners, LLC 22,347$950,8710.36%
View complete list of ISHARES TR shareholders