Boltwood Capital Management - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 244 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Boltwood Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$317,000
-5.4%
3,3000.0%0.14%0.0%
Q2 2022$335,000
-3.2%
3,3000.0%0.14%
+8.2%
Q1 2022$346,000
-0.9%
3,3000.0%0.13%
+3.9%
Q4 2021$349,0000.0%3,3000.0%0.13%
-8.5%
Q3 2021$349,000
-0.6%
3,3000.0%0.14%
-3.4%
Q2 2021$351,000
+0.6%
3,3000.0%0.15%
-5.8%
Q1 2021$349,000
+1.2%
3,3000.0%0.16%
-7.7%
Q4 2020$345,000
+0.6%
3,3000.0%0.17%
-12.0%
Q3 2020$343,000
+1.5%
3,3000.0%0.19%
-6.4%
Q2 2020$338,000
+2.4%
3,3000.0%0.20%
-12.8%
Q1 2020$330,000
-0.6%
3,3000.0%0.23%
+25.8%
Q4 2019$332,000
+0.3%
3,3000.0%0.19%
-10.6%
Q3 2019$331,000
-0.3%
3,3000.0%0.21%
-1.9%
Q2 2019$332,000
+0.9%
3,3000.0%0.21%
-0.9%
Q1 2019$329,000
+1.9%
3,3000.0%0.21%
-3.2%
Q4 2018$323,000
-0.6%
3,3000.0%0.22%
+13.9%
Q3 2018$325,0003,3000.19%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders