United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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 Q1 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders