Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 202 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q3 2018
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders