Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,448,564
+5.3%
25,264
+6.0%
0.30%
+14.9%
Q2 2023$2,326,377
-45.7%
23,836
-44.8%
0.26%
-46.1%
Q1 2023$4,281,715
-10.5%
43,149
-12.6%
0.48%
-10.2%
Q4 2022$4,786,372
-99.9%
49,364
+0.9%
0.54%
-0.6%
Q3 2022$4,701,559,000
-16.5%
48,919
-11.9%
0.54%
-9.8%
Q2 2022$5,631,938,000
+168017.6%
55,525
+73.9%
0.60%
+100.3%
Q1 2022$3,350,000
+15.4%
31,924
+16.4%
0.30%
+40.8%
Q4 2021$2,904,000
+3.2%
27,428
+2.9%
0.21%
-0.9%
Q3 2021$2,814,000
+10.5%
26,644
+11.3%
0.22%
+13.2%
Q2 2021$2,546,000
-40.4%
23,948
-40.7%
0.19%
-42.8%
Q1 2021$4,270,000
-3.2%
40,386
-4.4%
0.33%
-31.5%
Q4 2020$4,413,000
-7.2%
42,258
-7.5%
0.48%
-6.4%
Q3 2020$4,756,000
+11.7%
45,707
+9.9%
0.52%
+11.6%
Q2 2020$4,257,000
-12.7%
41,575
-13.9%
0.46%
+7.7%
Q1 2020$4,877,000
-12.8%
48,273
-13.1%
0.43%
-12.6%
Q4 2019$5,594,000
-9.2%
55,548
-9.7%
0.49%
-7.9%
Q3 2019$6,162,000
-14.6%
61,520
-14.3%
0.54%
-11.6%
Q2 2019$7,219,000
-8.2%
71,774
-9.0%
0.60%
-4.1%
Q1 2019$7,860,000
+305.6%
78,851
+298.8%
0.63%
+317.9%
Q4 2018$1,938,000
+42.7%
19,773
+44.0%
0.15%
+77.6%
Q3 2018$1,358,000
-4.6%
13,729
-3.8%
0.08%
-1.2%
Q2 2018$1,423,000
-24.3%
14,271
-23.9%
0.09%
-10.4%
Q1 2018$1,879,000
+55.9%
18,762
+55.5%
0.10%
+54.8%
Q4 2017$1,205,000
-0.4%
12,066
+0.1%
0.06%
-6.1%
Q3 2017$1,210,000
+32.8%
12,052
+32.7%
0.07%
+26.9%
Q2 2017$911,000
-30.4%
9,079
-29.6%
0.05%
-31.6%
Q1 2017$1,308,000
-28.1%
12,892
-28.6%
0.08%
-33.3%
Q4 2016$1,818,000
+18.4%
18,053
+18.9%
0.11%
+16.3%
Q3 2016$1,535,000
-7.8%
15,185
-7.4%
0.10%
-13.3%
Q2 2016$1,665,000
+26.0%
16,399
+25.0%
0.11%
+17.7%
Q1 2016$1,321,00013,1220.10%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders