Advisors Capital Management, LLC - 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
Advisors Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$71,574
-99.9%
738,180
+2.5%
1.94%
+4.1%
Q3 2022$69,950,000
+9.4%
720,392
+14.2%
1.87%
-4.1%
Q2 2022$63,959,000
+3.2%
630,575
+6.8%
1.95%
+14.9%
Q1 2022$61,954,000
+13.7%
590,378
+14.7%
1.70%
+14.6%
Q4 2021$54,503,000514,7581.48%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders