Roundview Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 604 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,599,999
-0.7%
16,082
-0.8%
0.13%
-4.5%
Q1 2024$1,611,562
-1.5%
16,208
-2.3%
0.13%
-12.6%
Q4 2023$1,635,904
-2.4%
16,593
-4.0%
0.15%
-10.1%
Q3 2023$1,675,650
-16.5%
17,289
-16.0%
0.17%
-14.3%
Q2 2023$2,007,925
-5.7%
20,573
-4.1%
0.20%
-12.1%
Q1 2023$2,128,286
+4.3%
21,448
+2.0%
0.22%
-4.3%
Q4 2022$2,039,748
+12.0%
21,037
+11.1%
0.23%
+1.3%
Q3 2022$1,821,00018,9430.23%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders