Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,239,677
+12.8%
33,426
+13.6%
0.12%
+17.5%
Q2 2023$2,871,154
-7.2%
29,417
-5.7%
0.10%0.0%
Q1 2023$3,094,102
-56.5%
31,181
-57.5%
0.10%
-59.4%
Q4 2022$7,116,149
-8.5%
73,392
-9.3%
0.25%
-14.2%
Q3 2022$7,776,000
+11.3%
80,905
+17.5%
0.30%
+21.8%
Q2 2022$6,985,000
+13.9%
68,862
+17.9%
0.24%
+32.1%
Q1 2022$6,130,000
+0.9%
58,410
+1.8%
0.18%
+8.9%
Q4 2021$6,074,000
+69.7%
57,369
+69.3%
0.17%
+56.5%
Q3 2021$3,579,000
+16.7%
33,878
+17.5%
0.11%
+18.7%
Q2 2021$3,066,000
+5.0%
28,837
+4.5%
0.09%
-2.2%
Q1 2021$2,919,000
-8.5%
27,607
-9.6%
0.09%
-14.7%
Q4 2020$3,191,000
-9.0%
30,555
-9.3%
0.11%
-21.6%
Q3 2020$3,505,000
+8.1%
33,685
+6.4%
0.14%
-2.1%
Q2 2020$3,243,000
+1.5%
31,671
-1.0%
0.14%
-25.3%
Q1 2020$3,195,000
+4.5%
31,983
+5.4%
0.19%
+47.3%
Q4 2019$3,056,000
+6.0%
30,349
+5.4%
0.13%
-6.5%
Q3 2019$2,883,000
-28.4%
28,781
-28.1%
0.14%
-33.3%
Q2 2019$4,026,000
+8.5%
40,030
+7.5%
0.21%
-1.9%
Q1 2019$3,712,000
-6.9%
37,240
-8.5%
0.21%
-27.2%
Q4 2018$3,987,000
-2.4%
40,679
-1.6%
0.29%
+20.8%
Q3 2018$4,085,000
+12.5%
41,350
+13.5%
0.24%
-1.2%
Q2 2018$3,632,000
+48.1%
36,429
+48.8%
0.24%
+35.8%
Q1 2018$2,452,000
+15.1%
24,488
+14.8%
0.18%
+9.1%
Q4 2017$2,130,000
+4.5%
21,329
+5.0%
0.16%
-2.4%
Q3 2017$2,039,000
+8.6%
20,309
+8.5%
0.17%
-4.5%
Q2 2017$1,878,000
+10.5%
18,712
+11.7%
0.18%
+6.7%
Q1 2017$1,699,000
+24.7%
16,747
+23.8%
0.16%
+10.7%
Q4 2016$1,362,000
+26.7%
13,523
+27.2%
0.15%
+17.3%
Q3 2016$1,075,000
+10.6%
10,628
+11.0%
0.13%0.0%
Q2 2016$972,000
+3.2%
9,579
+2.3%
0.13%
-1.6%
Q1 2016$942,000
+77.7%
9,361
+74.8%
0.13%
+74.3%
Q4 2015$530,0000.0%5,356
+0.2%
0.07%
-11.9%
Q3 2015$530,000
+3.1%
5,343
+3.8%
0.08%
+18.3%
Q2 2015$514,000
-1.0%
5,148
-1.3%
0.07%
+2.9%
Q1 2015$519,000
-5.1%
5,218
-5.5%
0.07%
-4.2%
Q4 2014$547,0005,5200.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders