Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,060,855
-22.6%
196,666
-22.1%
0.75%
-24.6%
Q2 2023$24,633,009
-5.7%
252,387
-4.1%
0.99%
-12.5%
Q1 2023$26,112,850
+40.8%
263,155
+37.5%
1.13%
+29.5%
Q4 2022$18,550,428
+114.3%
191,320
+112.4%
0.87%
+92.5%
Q3 2022$8,657,000
+215.3%
90,077
+232.7%
0.45%
+215.3%
Q2 2022$2,746,000
+25.3%
27,072
+29.7%
0.14%
+32.1%
Q1 2022$2,191,000
+67.0%
20,875
+68.5%
0.11%
+65.2%
Q4 2021$1,312,000
+2.1%
12,387
+1.8%
0.07%
-9.6%
Q3 2021$1,285,000
-12.9%
12,166
-12.4%
0.07%
-18.0%
Q2 2021$1,476,000
+24.3%
13,883
+23.7%
0.09%
-6.3%
Q1 2021$1,187,000
-12.8%
11,226
-13.9%
0.10%
-8.7%
Q4 2020$1,362,000
+2.6%
13,041
+2.2%
0.10%
-8.0%
Q3 2020$1,328,000
+7.1%
12,766
+5.5%
0.11%
-2.6%
Q2 2020$1,240,000
-1.9%
12,106
-4.3%
0.12%
-15.9%
Q1 2020$1,264,000
+38.4%
12,656
+39.6%
0.14%
+38.0%
Q4 2019$913,000
+0.6%
9,066
-0.0%
0.10%
-9.1%
Q3 2019$908,000
-0.4%
9,0690.0%0.11%
-7.6%
Q2 2019$912,000
-5.9%
9,069
-6.7%
0.12%
-15.6%
Q1 2019$969,000
+43.1%
9,722
+40.8%
0.14%
+22.6%
Q4 2018$677,000
+72.7%
6,907
+74.1%
0.12%
+66.7%
Q3 2018$392,000
-32.9%
3,967
-32.3%
0.07%
-36.7%
Q2 2018$584,000
+0.7%
5,862
+1.2%
0.11%
-5.2%
Q1 2018$580,000
+181.6%
5,792
+183.0%
0.12%
+125.5%
Q4 2016$206,0002,0470.05%
Other shareholders
ISHARES TR shareholders Q3 2022
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