Ballentine Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 222 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$1,236,000
-0.3%
12,075
-2.7%
0.06%
-18.1%
Q1 2020$1,240,000
-5.8%
12,408
-5.1%
0.07%
+20.0%
Q4 2019$1,316,000
+0.5%
13,0690.0%0.06%
-1.6%
Q3 2019$1,309,000
+10.2%
13,069
+10.6%
0.06%
+7.0%
Q2 2019$1,188,000
+0.9%
11,8130.0%0.06%
-6.6%
Q1 2019$1,177,000
+16.3%
11,813
+14.4%
0.06%
+5.2%
Q4 2018$1,012,000
-0.8%
10,3270.0%0.06%
+9.4%
Q3 2018$1,020,000
-0.9%
10,3270.0%0.05%
-7.0%
Q2 2018$1,029,000
-0.5%
10,3270.0%0.06%
-1.7%
Q1 2018$1,034,000
+0.3%
10,3270.0%0.06%
+3.6%
Q4 2017$1,031,000
-0.5%
10,3270.0%0.06%
-1.8%
Q3 2017$1,036,000
+0.5%
10,327
+0.4%
0.06%
-24.0%
Q2 2017$1,031,00010,2840.08%
Other shareholders
ISHARES TR shareholders Q4 2018
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