OBERMEYER WOOD INVESTMENT COUNSEL, LLLP - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$980,540
-1.4%
10,117
-0.7%
0.07%
+1.4%
Q2 2023$994,837
+63.8%
10,193
+69.4%
0.07%
+60.0%
Q1 2023$607,288
+154.9%
6,018
+144.9%
0.04%
+150.0%
Q4 2022$238,231
+12.9%
2,457
+11.7%
0.02%
+5.9%
Q3 2022$211,000
-5.4%
2,2000.0%0.02%
+6.2%
Q2 2022$223,000
-3.5%
2,2000.0%0.02%
+14.3%
Q1 2022$231,000
-0.9%
2,2000.0%0.01%
+16.7%
Q4 2021$233,000
+0.4%
2,2000.0%0.01%
-7.7%
Q3 2021$232,000
-0.9%
2,2000.0%0.01%0.0%
Q2 2021$234,0002,2000.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders