WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$7,505,000
-75.1%
74
-74.2%
0.00%
-100.0%
Q1 2022$30,117,000
-0.9%
2870.0%0.00%0.0%
Q4 2021$30,387,000
+0.2%
2870.0%0.00%0.0%
Q3 2021$30,315,000
-0.6%
2870.0%0.00%0.0%
Q2 2021$30,510,000
-1.5%
287
-2.0%
0.00%0.0%
Q1 2021$30,975,000
-68.5%
293
-68.9%
0.00%
-80.0%
Q4 2020$98,268,000
-99.7%
941
-99.7%
0.01%
-99.7%
Q3 2020$28,304,039,000
+24.3%
271,997
+22.3%
1.67%
+9.0%
Q2 2020$22,764,757,000
+40.4%
222,333
+37.0%
1.53%
+12.6%
Q1 2020$16,217,346,000
-0.3%
162,335
+0.5%
1.36%
+10.6%
Q4 2019$16,271,641,000
+10.4%
161,569
+9.8%
1.23%
+1.6%
Q3 2019$14,734,706,000
+27.5%
147,097
+28.1%
1.21%
+20.2%
Q2 2019$11,552,518,000
+27.2%
114,859
+26.0%
1.00%
+17.8%
Q1 2019$9,085,034,000
+23.9%
91,142
+21.9%
0.85%
+8.5%
Q4 2018$7,330,817,000
+20.1%
74,789
+21.0%
0.79%
+34.6%
Q3 2018$6,105,196,000
+10.6%
61,806
+11.6%
0.58%
+1.9%
Q2 2018$5,519,037,000
+7.6%
55,362
+8.1%
0.57%
+18.6%
Q1 2018$5,127,969,000
-25.0%
51,208
-25.2%
0.48%
-23.6%
Q4 2017$6,834,203,000
+18.6%
68,431
+19.2%
0.63%
+24.9%
Q3 2017$5,761,812,000
+119.4%
57,400
+119.4%
0.51%
+124.9%
Q2 2017$2,625,940,000
+28.1%
26,160
+29.5%
0.22%
+31.6%
Q1 2017$2,049,189,00020,1990.17%
Other shareholders
ISHARES TR shareholders Q2 2022
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 Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders