Sterneck Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 38 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sterneck Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$392,424
-1.4%
4,612
-3.3%
0.25%
-6.4%
Q4 2022$397,890
-13.5%
4,768
-15.0%
0.26%
-18.8%
Q3 2022$460,000
-42.9%
5,612
-40.2%
0.32%
-39.8%
Q2 2022$806,000
-18.7%
9,392
-12.2%
0.54%
-9.2%
Q1 2022$991,000
-3.5%
10,691
+3.7%
0.60%
-2.0%
Q4 2021$1,027,000
+2.1%
10,311
+2.8%
0.61%
-5.3%
Q3 2021$1,006,000
-0.8%
10,028
+0.2%
0.64%
+2.2%
Q2 2021$1,014,000
+0.4%
10,011
-1.1%
0.63%
-11.1%
Q1 2021$1,010,000
+5.0%
10,120
+7.9%
0.70%
-2.4%
Q4 2020$962,000
+9.9%
9,378
+8.9%
0.72%
-2.3%
Q3 2020$875,000
-1.4%
8,612
-1.5%
0.74%
-11.5%
Q2 2020$887,000
+9.2%
8,746
+5.2%
0.84%
+2.1%
Q1 2020$812,000
-0.9%
8,312
+3.5%
0.82%
+25.5%
Q4 2019$819,0008,0330.65%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Investment Advisory Group, LLC 7,289$620,2010.36%
Sterneck Capital Management, LLC 4,612$392,4240.25%
True Link Financial Advisors, LLC 21,792$1,854,2270.23%
SAGE FINANCIAL GROUP INC 7,103$604,3770.07%
OPTIMUM INVESTMENT ADVISORS 1,000$85,0880.04%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,685$398,6640.04%
Avantax Planning Partners, Inc. 9,522$810,2030.03%
Steward Partners Investment Advisory, LLC 18,786$1,598,4540.03%
STEPHENS INC /AR/ 4,995$425,0120.01%
Cetera Advisors LLC 4,154$353,4530.01%
View complete list of ISHARES TR shareholders