Destination Wealth Management - 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
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$63,227,670
+1.6%
652,370
+2.3%
2.46%
+5.9%
Q2 2023$62,217,366
-0.5%
637,473
+1.1%
2.32%
-2.1%
Q1 2023$62,540,741
+9.8%
630,260
+7.3%
2.37%
+4.6%
Q4 2022$56,967,453
-11.6%
587,536
-12.4%
2.27%
-16.4%
Q3 2022$64,459,000
-5.1%
670,682
+0.2%
2.71%
-1.0%
Q2 2022$67,907,000
-5.0%
669,494
-1.7%
2.74%
+3.4%
Q1 2022$71,477,000
-0.6%
681,124
+0.3%
2.65%
+4.1%
Q4 2021$71,900,000
+3.0%
679,067
+2.7%
2.54%
-6.2%
Q3 2021$69,834,000
+4.5%
661,117
+5.2%
2.71%
+5.2%
Q2 2021$66,825,000
+5.9%
628,587
+5.3%
2.58%
-1.1%
Q1 2021$63,122,000
+7.0%
597,065
+5.7%
2.61%
+1.6%
Q4 2020$58,980,000
+3.0%
564,776
+2.7%
2.57%
-11.4%
Q3 2020$57,240,000
+5.4%
550,067
+3.7%
2.90%
-1.4%
Q2 2020$54,311,000
+2.2%
530,428
-0.3%
2.94%
-9.8%
Q1 2020$53,160,000
+0.8%
532,135
+1.6%
3.26%
+21.4%
Q4 2019$52,760,000
+4.9%
523,876
+4.3%
2.68%
-1.5%
Q3 2019$50,303,000
+1.3%
502,180
+1.7%
2.72%
-0.4%
Q2 2019$49,666,000
+2.5%
493,794
+1.5%
2.74%
+0.3%
Q1 2019$48,477,000
+25.0%
486,330
+22.9%
2.73%
+16.8%
Q4 2018$38,788,000
-20.4%
395,719
-19.8%
2.33%
-13.9%
Q3 2018$48,745,000
+3.2%
493,475
+4.2%
2.71%
-4.4%
Q2 2018$47,233,000
+0.0%
473,804
+0.5%
2.84%
-1.3%
Q1 2018$47,232,000
+12.7%
471,664
+12.4%
2.87%
+12.9%
Q4 2017$41,904,000
-4.1%
419,588
-3.6%
2.54%
-8.9%
Q3 2017$43,706,000
+4.5%
435,402
+4.5%
2.79%
+0.2%
Q2 2017$41,824,000
+2.9%
416,662
+4.0%
2.79%
-0.4%
Q1 2017$40,655,000400,7392.80%
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 Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders