DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,255,878
+5.6%
157,374
+6.0%
1.42%
+8.9%
Q2 2023$14,452,524
+3.9%
148,459
+5.9%
1.30%
-12.8%
Q1 2023$13,907,382
+3160.9%
140,153
+3096.2%
1.49%
+2034.3%
Q4 2022$426,485
+9.6%
4,385
+9.4%
0.07%
-57.6%
Q3 2022$389,000
-7.6%
4,008
-3.7%
0.16%
-10.3%
Q2 2022$421,0004,1620.18%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders