STEEL GROVE CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$937,514
+0.9%
9,6690.0%0.13%
-19.4%
Q3 2022$929,000
-5.3%
9,6690.0%0.16%
-7.8%
Q2 2022$981,000
-1.3%
9,669
+2.1%
0.18%
+14.7%
Q1 2022$994,000
+4.3%
9,469
+5.3%
0.16%
-17.0%
Q4 2021$953,000
+45.5%
8,996
+45.0%
0.19%
+26.2%
Q3 2021$655,000
-35.1%
6,205
-34.6%
0.15%
-46.0%
Q2 2021$1,009,000
+0.6%
9,4920.0%0.28%
-15.6%
Q1 2021$1,003,0009,4920.33%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders