Gradient Investments LLC - 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,428
+2683.6%
56
+2700.0%
0.00%
Q2 2023$195
-50.9%
2
-50.0%
0.00%
Q1 2023$397
-94.0%
4
-94.1%
0.00%
Q4 2022$6,59368
+3300.0%
0.00%
Q3 2022$0
-100.0%
2
-93.1%
0.00%
Q2 2022$3,00029
+1350.0%
0.00%
Q1 2022$0
-100.0%
2
-98.3%
0.00%
Q3 2021$12,000
-45.5%
115
-48.0%
0.00%
-100.0%
Q1 2020$22,000
-53.2%
221
-52.9%
0.00%
-50.0%
Q4 2019$47,000
-25.4%
469
-25.8%
0.00%
-33.3%
Q3 2019$63,000
-7.4%
632
-6.5%
0.00%0.0%
Q2 2019$68,000
-97.7%
676
-97.8%
0.00%
-98.5%
Q1 2019$3,012,000
+16.7%
30,220
+14.8%
0.20%
+25.8%
Q4 2018$2,580,000
-3.0%
26,322
-1.3%
0.16%
+9.2%
Q2 2018$2,660,000
-1.8%
26,680
-1.4%
0.14%
-3.4%
Q1 2018$2,710,000
+23.2%
27,060
+22.9%
0.15%
+15.7%
Q4 2017$2,199,00022,0140.13%
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