Estate Counselors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Estate Counselors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,235,980
-4.1%
332,604
-3.4%
4.29%
+0.7%
Q2 2023$33,607,974
-1.8%
344,344
-0.2%
4.26%
-5.9%
Q1 2023$34,221,351
+32.4%
344,869
+29.4%
4.52%
+25.1%
Q4 2022$25,848,566
+11.3%
266,590
+10.4%
3.61%
+0.6%
Q3 2022$23,217,000
+47.2%
241,570
+55.3%
3.59%
+53.0%
Q2 2022$15,772,000
-0.2%
155,505
+3.3%
2.35%
+14.2%
Q1 2022$15,803,000
+11.7%
150,596
+12.7%
2.06%
+19.5%
Q4 2021$14,152,000
-27.9%
133,664
-28.1%
1.72%
-30.0%
Q3 2021$19,630,000
-42.0%
185,845
-41.7%
2.46%
-44.6%
Q2 2021$33,860,000
+23.5%
318,510
+22.8%
4.44%
+10.4%
Q1 2021$27,425,000
+2.6%
259,415
+1.4%
4.02%
-0.1%
Q4 2020$26,721,000
-9.0%
255,870
-9.3%
4.02%
-11.8%
Q3 2020$29,357,000
+21.1%
282,120
+19.3%
4.56%
+17.6%
Q2 2020$24,251,000
+31.7%
236,455
+28.3%
3.88%
+27.9%
Q1 2020$18,412,000
+26.8%
184,305
+27.8%
3.03%
+42.0%
Q4 2019$14,520,000144,1752.13%
Other shareholders
ISHARES TR shareholders Q4 2023
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