Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,059,611
-27.7%
52,204
-27.2%
0.94%
-23.1%
Q2 2023$7,000,261
-47.5%
71,724
-46.6%
1.23%
-46.4%
Q1 2023$13,324,008
-1.2%
134,274
-3.4%
2.29%
-0.7%
Q4 2022$13,483,547
-7.1%
139,063
-7.9%
2.30%
-15.2%
Q3 2022$14,513,000
+5.9%
151,002
+11.8%
2.71%
+8.0%
Q2 2022$13,698,000
+141.4%
135,044
+149.8%
2.51%
+147.6%
Q1 2022$5,674,000
+3.0%
54,067
+3.9%
1.02%
-1.8%
Q4 2021$5,508,000
+78.0%
52,022
+77.6%
1.03%
+61.6%
Q3 2021$3,094,000
-4.1%
29,294
-3.4%
0.64%
-6.4%
Q2 2021$3,225,000
-39.2%
30,332
-39.5%
0.68%
-45.6%
Q1 2021$5,303,000
-27.3%
50,158
-28.2%
1.26%
-33.6%
Q4 2020$7,298,000
-17.5%
69,886
-17.8%
1.89%
-23.4%
Q3 2020$8,844,000
-58.8%
84,986
-59.5%
2.47%
-58.6%
Q2 2020$21,483,000
-23.2%
209,816
-25.1%
5.96%
-35.7%
Q1 2020$27,975,000
-16.9%
280,034
-16.3%
9.28%
+27.5%
Q4 2019$33,678,000
-3.1%
334,403
-3.6%
7.28%
-6.9%
Q3 2019$34,753,000
+7.1%
346,940
+7.6%
7.82%
+6.7%
Q2 2019$32,442,000
+2.4%
322,545
+1.5%
7.33%
-1.2%
Q1 2019$31,670,000
+5.2%
317,714
+3.4%
7.41%
-8.1%
Q4 2018$30,107,000
-7.2%
307,148
-6.5%
8.07%
+1.2%
Q3 2018$32,435,000
+1.1%
328,356
+2.1%
7.97%
+5.5%
Q2 2018$32,074,000
+23.3%
321,733
+23.8%
7.56%
+14.5%
Q1 2018$26,019,000
+41.3%
259,831
+40.9%
6.60%
+23.4%
Q4 2017$18,420,000
+10.4%
184,437
+11.0%
5.35%
-0.6%
Q3 2017$16,678,000
+14.0%
166,153
+14.0%
5.38%
-0.1%
Q2 2017$14,632,000
+11.5%
145,761
+12.7%
5.38%
+3.0%
Q1 2017$13,120,000
+255.7%
129,321
+253.1%
5.23%
+153.2%
Q4 2016$3,689,00036,6282.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders