United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 261 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$789,575
-0.3%
7,936
-0.4%
0.08%
-1.3%
Q1 2024$791,886
+4.5%
7,964
+3.6%
0.08%
-7.1%
Q4 2023$757,591
+13.2%
7,684
+11.3%
0.08%
-2.3%
Q3 2023$669,414
+2.9%
6,906
+3.6%
0.09%
+7.4%
Q2 2023$650,800
+179.5%
6,668
+411.0%
0.08%
+161.3%
Q1 2023$232,822
-64.4%
1,305
-80.7%
0.03%
-65.9%
Q4 2022$654,395
-28.2%
6,749
-28.8%
0.09%
-35.0%
Q3 2022$911,000
-11.6%
9,481
-6.7%
0.14%
-6.7%
Q2 2022$1,031,000
-12.7%
10,165
-9.7%
0.15%0.0%
Q1 2022$1,181,000
-2.9%
11,251
-2.0%
0.15%
+3.4%
Q4 2021$1,216,000
-32.1%
11,485
-32.3%
0.14%
-37.2%
Q3 2021$1,791,000
+1.7%
16,954
+2.4%
0.23%
-1.7%
Q2 2021$1,761,000
+93.5%
16,563
+92.4%
0.24%
+78.0%
Q1 2021$910,000
-4.3%
8,610
-5.5%
0.13%
-11.4%
Q4 2020$951,000
+81.8%
9,109
+81.4%
0.15%
+55.2%
Q3 2020$523,0005,0220.10%
Other shareholders
ISHARES TR shareholders Q3 2020
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