ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$449,224
+2576.0%
4,635
+2594.8%
0.00%
Q2 2023$16,787
+0.7%
1720.0%0.00%
Q4 2022$16,677
+51.6%
172
+47.0%
0.00%
Q3 2022$11,000
-8.3%
117
+0.9%
0.00%
Q2 2022$12,000
-98.8%
116
-98.8%
0.00%
-100.0%
Q1 2022$1,003,000
-19.0%
9,559
-18.2%
0.00%
-20.0%
Q4 2021$1,238,000
-17.1%
11,688
-17.3%
0.01%
-28.6%
Q3 2021$1,494,000
-98.3%
14,141
-98.3%
0.01%
-98.2%
Q2 2021$86,234,000
+5045.2%
811,157
+5016.1%
0.40%
+4344.4%
Q1 2021$1,676,000
+64.2%
15,855
+62.2%
0.01%
+50.0%
Q4 2020$1,021,000
-2.1%
9,776
-2.5%
0.01%
-14.3%
Q3 2020$1,043,000
+5.4%
10,022
+3.6%
0.01%0.0%
Q2 2020$990,000
+65.0%
9,671
+62.3%
0.01%
+40.0%
Q4 2019$600,000
+29900.0%
5,957
+24720.8%
0.01%
Q2 2019$2,000
-100.0%
24
-100.0%
0.00%
-100.0%
Q1 2019$46,356,000
+1241.3%
465,048
+1218.9%
0.42%
+1169.7%
Q4 2018$3,456,000
+115100.0%
35,260
+130492.6%
0.03%
Q3 2018$3,000
-100.0%
27
-100.0%
0.00%
-100.0%
Q2 2018$47,636,000
+623.1%
477,843
+636.4%
0.47%
+321.6%
Q2 2016$6,588,000
-1.8%
64,889
-2.6%
0.11%
-5.1%
Q1 2016$6,708,000
+5.6%
66,629
+3.8%
0.12%
-0.8%
Q4 2015$6,352,000
-50.0%
64,216
-49.8%
0.12%
-11.3%
Q3 2015$12,710,000
+98.0%
128,032
+99.3%
0.13%
-0.7%
Q2 2015$6,420,000
-2.2%
64,256
-2.7%
0.13%
-4.3%
Q1 2015$6,562,000
+3.6%
66,039
+3.3%
0.14%
+1.4%
Q4 2014$6,332,000
+12.4%
63,950
+14.1%
0.14%
+6.2%
Q3 2014$5,632,000
+1.0%
56,048
+3.0%
0.13%
+9.2%
Q2 2014$5,575,000
-4.8%
54,397
-6.0%
0.12%
-16.8%
Q1 2014$5,855,000
+1.8%
57,893
+1.6%
0.14%
+5.1%
Q4 2013$5,751,000
-2.9%
56,957
-2.7%
0.14%
-9.3%
Q3 2013$5,923,00058,5600.15%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders