AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,379,815
-33.9%
45,190
-33.5%
0.05%
-35.5%
Q2 2023$6,629,878
+6.3%
67,929
+8.1%
0.08%0.0%
Q1 2023$6,236,964
+48.9%
62,854
+45.5%
0.08%
+35.7%
Q4 2022$4,188,411
-15.5%
43,197
-16.2%
0.06%
-26.3%
Q3 2022$4,957,000
-19.0%
51,572
-14.5%
0.08%
-17.4%
Q2 2022$6,120,000
-13.5%
60,334
-10.5%
0.09%
-5.2%
Q1 2022$7,075,000
+241.3%
67,447
+244.5%
0.10%
+212.9%
Q4 2021$2,073,0000.0%19,580
-0.2%
0.03%
-11.4%
Q3 2021$2,073,000
+7.6%
19,616
+8.4%
0.04%0.0%
Q2 2021$1,926,000
-57.8%
18,099
-58.1%
0.04%
-64.3%
Q1 2021$4,564,000
+533.9%
43,159
+524.8%
0.10%
+716.7%
Q3 2020$720,0006,9080.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders