J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 308 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,198,183
-5.5%
12,363
-4.8%
0.09%
-2.2%
Q2 2023$1,267,454
-1.8%
12,986
-0.1%
0.09%
-2.2%
Q1 2023$1,290,156
+3.3%
13,002
+0.9%
0.09%
-4.2%
Q4 2022$1,249,297
-8.1%
12,884
-8.9%
0.10%
-15.8%
Q3 2022$1,360,000
+5.5%
14,146
+11.3%
0.11%
+10.7%
Q2 2022$1,289,000
+3.2%
12,706
+6.8%
0.10%
+22.6%
Q1 2022$1,249,000
+54.8%
11,897
+56.2%
0.08%
+58.5%
Q4 2021$807,000
+71.7%
7,618
+72.5%
0.05%
+43.2%
Q2 2021$470,000
+32.0%
4,417
+31.1%
0.04%
+8.8%
Q1 2021$356,0003,3700.03%
Other shareholders
ISHARES TR shareholders Q1 2021
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