Chesley Taft & Associates LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 234 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,109,540
-58.5%
11,448
-58.2%
0.07%
-56.1%
Q2 2023$2,674,533
-8.7%
27,403
-7.2%
0.16%
-14.6%
Q1 2023$2,930,560
-9.7%
29,533
-11.7%
0.19%
-13.9%
Q4 2022$3,244,766
-3.7%
33,465
-4.5%
0.22%
-10.1%
Q3 2022$3,370,000
-11.5%
35,060
-6.7%
0.25%
-4.6%
Q2 2022$3,810,000
+0.6%
37,566
+3.3%
0.26%
+17.6%
Q1 2022$3,786,000
+27.4%
36,356
+29.5%
0.22%
+43.5%
Q4 2021$2,972,000
+6.7%
28,071
+6.5%
0.15%
-3.1%
Q3 2021$2,785,000
+1.4%
26,361
+2.0%
0.16%
+0.6%
Q2 2021$2,747,000
+5.8%
25,841
+5.0%
0.16%
+1.9%
Q1 2021$2,597,000
+60.2%
24,621
+58.6%
0.16%
+49.0%
Q4 2020$1,621,000
+6.5%
15,521
+6.1%
0.10%
-3.7%
Q3 2020$1,522,000
+5.9%
14,626
+4.2%
0.11%
-0.9%
Q2 2020$1,437,000
+13.1%
14,036
+10.3%
0.11%
-6.0%
Q1 2020$1,271,000
+23.8%
12,721
+24.7%
0.12%
+56.8%
Q4 2019$1,027,000
-8.5%
10,202
-8.9%
0.07%
-14.9%
Q3 2019$1,122,000
-0.9%
11,196
-0.5%
0.09%
-1.1%
Q2 2019$1,132,000
-42.1%
11,252
-42.7%
0.09%
-46.0%
Q1 2019$1,956,000
+13.7%
19,620
+11.7%
0.16%
-1.8%
Q4 2018$1,721,000
-4.4%
17,560
-3.7%
0.17%
+16.1%
Q3 2018$1,801,000
+26.7%
18,235
+27.9%
0.14%
+17.2%
Q2 2018$1,421,000
+44.4%
14,255
+45.0%
0.12%
+40.2%
Q1 2018$984,000
+18.6%
9,830
+18.2%
0.09%
+24.3%
Q4 2017$830,000
-0.6%
8,3150.0%0.07%
-2.8%
Q3 2017$835,000
+6.9%
8,315
+6.9%
0.07%
+1.4%
Q2 2017$781,000
+11.9%
7,780
+13.1%
0.07%
+7.6%
Q1 2017$698,000
+9.4%
6,880
+8.7%
0.07%
+4.8%
Q4 2016$638,0006,3300.06%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders