Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 76 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8
-100.0%
83
-91.3%
0.00%
-90.9%
Q1 2022$100,000
+58.7%
952
+59.5%
0.01%
+37.5%
Q4 2021$63,0000.0%5970.0%0.01%0.0%
Q3 2021$63,000
+6200.0%
597
+5327.3%
0.01%
Q1 2019$1,0000.0%110.0%0.00%
Q3 2018$1,000
-50.0%
11
-56.0%
0.00%
-100.0%
Q4 2015$2,000250.00%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders