WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$206,000
-1.4%
2,041
+2.0%
0.03%
+3.8%
Q1 2022$209,000
-9.9%
2,000
-8.8%
0.03%0.0%
Q4 2021$232,000
+10.0%
2,193
+9.6%
0.03%
-7.1%
Q3 2021$211,000
-1.4%
2,0000.0%0.03%
-9.7%
Q2 2021$214,000
+1.4%
2,0000.0%0.03%
-8.8%
Q1 2021$211,000
+0.5%
2,0000.0%0.03%
-5.6%
Q4 2020$210,000
+1.0%
2,0000.0%0.04%
-14.3%
Q3 2020$208,000
+2.0%
2,0000.0%0.04%
-14.3%
Q2 2020$204,000
+1.5%
2,0000.0%0.05%
+19.5%
Q4 2019$201,000
+0.5%
2,0000.0%0.04%
-8.9%
Q3 2019$200,000
-0.5%
2,0000.0%0.04%
-4.3%
Q2 2019$201,0002,0000.05%
Other shareholders
ISHARES TR shareholders Q3 2021
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