Avidian Wealth Solutions, LLC - 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
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$779,372
-7.2%
8,041
-6.6%
0.06%0.0%
Q2 2023$840,021
-10.3%
8,607
-8.8%
0.06%
+7.8%
Q1 2023$936,960
-95.4%
9,442
-95.5%
0.05%
-96.2%
Q4 2022$20,343,930
-2.4%
209,818
-3.2%
1.32%
-12.0%
Q3 2022$20,839,000
+860.8%
216,829
+913.8%
1.51%
+877.9%
Q2 2022$2,169,000
+526.9%
21,387
+548.9%
0.15%
+633.3%
Q1 2022$346,000
+47.9%
3,296
+48.9%
0.02%
+40.0%
Q4 2021$234,000
-96.7%
2,213
-96.8%
0.02%
-97.2%
Q3 2020$7,140,000
+29.4%
68,616
+27.3%
0.54%
-27.1%
Q2 2020$5,519,000
-9.9%
53,902
-12.1%
0.74%
-24.2%
Q1 2020$6,124,000
-6.8%
61,302
-6.0%
0.98%
+5.2%
Q4 2019$6,571,000
-1.9%
65,244
-2.5%
0.93%
-15.4%
Q3 2019$6,701,000
+20.5%
66,894
+21.0%
1.10%
-16.0%
Q2 2019$5,563,000
-0.1%
55,305
-1.0%
1.32%
+6.2%
Q1 2019$5,568,00055,8611.24%
Other shareholders
ISHARES TR shareholders Q4 2020
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