GOULD ASSET MANAGEMENT LLC /CA/ - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,327,317
+5.1%
168,462
+5.8%
4.61%
+6.3%
Q2 2023$15,541,902
+2.0%
159,241
+3.7%
4.34%
-0.1%
Q1 2023$15,231,686
+54.9%
153,499
+51.3%
4.34%
+46.8%
Q4 2022$9,834,730
+8.2%
101,431
+7.3%
2.96%
-4.1%
Q3 2022$9,087,000
+26.2%
94,551
+33.1%
3.08%
+33.1%
Q2 2022$7,203,000
-35.1%
71,016
-32.8%
2.32%
-27.1%
Q1 2022$11,096,000
-0.2%
105,732
+0.7%
3.18%
+2.1%
Q4 2021$11,113,000
+14.8%
104,957
+14.5%
3.11%
+4.2%
Q3 2021$9,684,000
+3.2%
91,682
+3.8%
2.99%
+11.9%
Q2 2021$9,387,000
+10.5%
88,302
+9.9%
2.67%
+3.0%
Q1 2021$8,495,000
+2.8%
80,352
+1.6%
2.59%
+3.0%
Q4 2020$8,262,000
+17.2%
79,112
+16.8%
2.52%
+5.7%
Q3 2020$7,050,000
+74.2%
67,747
+71.5%
2.38%
+67.8%
Q2 2020$4,046,000
+4.8%
39,512
+2.2%
1.42%
-3.7%
Q1 2020$3,861,000
-1.9%
38,644
-1.1%
1.47%
+12.6%
Q4 2019$3,934,000
+4.0%
39,058
+3.4%
1.31%
-2.3%
Q3 2019$3,784,000
+11.7%
37,776
+12.1%
1.34%
+9.4%
Q2 2019$3,389,000
+1.6%
33,698
+0.7%
1.22%
-1.9%
Q1 2019$3,335,000
+3.7%
33,461
+2.0%
1.25%
-6.7%
Q4 2018$3,215,000
-1.4%
32,796
-0.7%
1.34%
+2.7%
Q3 2018$3,262,000
+4.5%
33,020
+5.5%
1.30%
-3.4%
Q2 2018$3,121,000
+19.8%
31,306
+20.4%
1.35%
+18.0%
Q1 2018$2,605,000
+4.0%
26,009
+3.7%
1.14%
+5.2%
Q4 2017$2,504,000
+16.7%
25,076
+17.3%
1.09%
+12.5%
Q3 2017$2,145,000
+76.7%
21,371
+76.7%
0.96%
+64.7%
Q2 2017$1,214,000
+5.6%
12,096
+6.8%
0.59%
+1.6%
Q1 2017$1,150,000
+18.4%
11,331
+17.5%
0.58%
+15.9%
Q4 2016$971,000
+2.4%
9,641
+2.8%
0.50%
-2.5%
Q3 2016$948,000
+4.6%
9,376
+5.1%
0.51%
+5.4%
Q2 2016$906,000
+7.6%
8,920
+6.7%
0.48%
+6.8%
Q1 2016$842,000
-2.5%
8,360
-4.2%
0.45%
-1.9%
Q4 2015$864,000
+2.5%
8,730
+2.8%
0.46%
-1.5%
Q3 2015$843,000
+14.9%
8,495
+15.7%
0.47%
+26.3%
Q2 2015$734,0007,3450.37%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders