ARGI Investment Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 75 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$39,984
-99.9%
412,375
-1.9%
1.28%
-9.3%
Q3 2022$40,393,000
-4.2%
420,279
+1.1%
1.41%
+0.6%
Q2 2022$42,162,000
+3.5%
415,672
+7.1%
1.40%
+14.0%
Q1 2022$40,740,000
+7.5%
388,217
+8.5%
1.23%
+10.9%
Q4 2021$37,889,000
+7.6%
357,846
+7.3%
1.11%
-0.9%
Q3 2021$35,216,000
+5.8%
333,386
+6.5%
1.12%
+3.2%
Q2 2021$33,284,000
+12.0%
313,086
+11.3%
1.08%
+2.2%
Q1 2021$29,731,000
+10.8%
281,221
+9.5%
1.06%
+1.5%
Q4 2020$26,830,000
+3.9%
256,921
+3.5%
1.04%
-9.9%
Q3 2020$25,824,000
+4.3%
248,164
+2.6%
1.16%
-2.6%
Q2 2020$24,768,000
+4.3%
241,894
+1.7%
1.19%
-11.0%
Q1 2020$23,750,000
-9.7%
237,739
-8.7%
1.34%
+9.7%
Q4 2019$26,293,000
+2.8%
260,251
+1.9%
1.22%
-7.5%
Q3 2019$25,577,000
+1.4%
255,332
+1.8%
1.32%
-3.1%
Q2 2019$25,233,000
+1.7%
250,871
+0.8%
1.36%
-4.0%
Q1 2019$24,811,000
+1.7%
248,910
+0.0%
1.41%
-9.4%
Q4 2018$24,395,000
+3.0%
248,883
+3.8%
1.56%
+10.2%
Q3 2018$23,676,000
-2.7%
239,685
-1.8%
1.42%
-7.9%
Q2 2018$24,345,000
+0.8%
244,016
+1.2%
1.54%
-1.0%
Q1 2018$24,153,000
+8.2%
241,067
+7.9%
1.55%
+5.0%
Q4 2017$22,321,000
-10.6%
223,339
-9.9%
1.48%
-13.9%
Q3 2017$24,972,000
+24.4%
247,977
+24.1%
1.72%
+13.9%
Q2 2017$20,078,000
+1.6%
199,894
+2.6%
1.51%
-3.6%
Q1 2017$19,766,000
+17.6%
194,861
+16.8%
1.57%
+7.8%
Q4 2016$16,801,000
+3.5%
166,812
+3.9%
1.45%
-1.4%
Q3 2016$16,229,000
+6.4%
160,527
+6.8%
1.47%
-3.5%
Q2 2016$15,250,000
+7.6%
150,360
+6.8%
1.53%
+4.5%
Q1 2016$14,172,000
-11.7%
140,766
-13.2%
1.46%
-17.3%
Q4 2015$16,047,000
+0.3%
162,219
+0.7%
1.77%
-2.5%
Q3 2015$15,992,000
-0.6%
161,059
+0.0%
1.81%
+3.5%
Q2 2015$16,090,000
+6.3%
161,030
+5.7%
1.75%
+3.8%
Q1 2015$15,140,000
+23.6%
152,359
+25.0%
1.69%
+4.1%
Q3 2014$12,249,000
-2.3%
121,896
-0.4%
1.62%
-7.8%
Q2 2014$12,537,000
-76.5%
122,331
-76.8%
1.76%
-79.2%
Q1 2014$53,289,000
+11.6%
526,880
+11.4%
8.46%
+3.0%
Q4 2013$47,738,000
-2.7%
472,803
-2.5%
8.21%
-10.4%
Q3 2013$49,042,000
+5.6%
484,892
+5.1%
9.16%
-4.0%
Q2 2013$46,447,000461,3379.54%
Other shareholders
ISHARES TR shareholders Q1 2016
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