J.W. COLE ADVISORS, INC. - 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
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 Q2 2021
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