Sensible Financial Planning & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 234 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sensible Financial Planning & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,220
+1.3%
177,672
+2.0%
4.33%
+8.5%
Q2 2023$17,001
-0.7%
174,195
+0.9%
3.99%
-1.2%
Q1 2023$17,127
+5.4%
172,603
+2.9%
4.04%
+0.0%
Q4 2022$16,257
-99.9%
167,669
+3.8%
4.04%
+1.1%
Q3 2022$15,531,000
-2.3%
161,594
+3.1%
4.00%
-0.4%
Q2 2022$15,891,000
-3.7%
156,670
-0.4%
4.01%
-9.1%
Q1 2022$16,501,000
+8.4%
157,236
+9.4%
4.41%
+2.0%
Q4 2021$15,217,000
+11.6%
143,715
+11.3%
4.32%
-2.6%
Q3 2021$13,635,000
+4.0%
129,083
+4.6%
4.44%
+0.3%
Q2 2021$13,114,000
+5.0%
123,359
+4.4%
4.43%
-3.4%
Q1 2021$12,491,000
+3.5%
118,147
+2.3%
4.59%
+2.0%
Q4 2020$12,066,000
+6.5%
115,537
+6.1%
4.50%
-3.0%
Q3 2020$11,332,000
+10.5%
108,898
+8.8%
4.64%
+5.3%
Q2 2020$10,252,000
+21.3%
100,130
+18.4%
4.40%
+9.3%
Q1 2020$8,452,000
+4.5%
84,600
+5.3%
4.03%
+18.1%
Q4 2019$8,089,000
+19.0%
80,323
+18.4%
3.41%
+16.2%
Q3 2019$6,795,000
+100.4%
67,836
+101.3%
2.93%
+102.3%
Q2 2019$3,390,000
+7.3%
33,700
+6.3%
1.45%
+1.5%
Q1 2019$3,159,000
+17.4%
31,696
+15.5%
1.43%
+9.6%
Q4 2018$2,691,000
+27.2%
27,451
+28.2%
1.30%
+32.8%
Q3 2018$2,116,000
+52.0%
21,419
+53.4%
0.98%
+48.8%
Q2 2018$1,392,000
+218.5%
13,962
+219.6%
0.66%
+217.3%
Q1 2018$437,000
+0.2%
4,3680.0%0.21%
-6.7%
Q4 2017$436,000
-0.5%
4,368
+0.0%
0.22%
-7.5%
Q3 2017$438,000
-2.0%
4,366
-1.9%
0.24%
-13.9%
Q2 2017$447,000
-0.9%
4,449
+0.0%
0.28%
-3.4%
Q1 2017$451,000
+0.7%
4,4470.0%0.29%
-6.5%
Q4 2016$448,000
-0.4%
4,4470.0%0.31%
+0.3%
Q3 2016$450,000
-0.2%
4,447
+0.0%
0.31%
-2.2%
Q2 2016$451,0000.0%4,445
-0.8%
0.32%
-4.0%
Q1 2016$451,000
+1.3%
4,480
-0.3%
0.33%
-2.9%
Q4 2015$445,000
+2.5%
4,494
+2.9%
0.34%
-0.3%
Q3 2015$434,000
+2452.9%
4,368
+2439.5%
0.34%
+2328.6%
Q2 2015$17,000
+6.2%
172
+8.9%
0.01%
-12.5%
Q4 2014$16,0000.0%1580.0%0.02%
+14.3%
Q3 2014$16,0001580.01%
Other shareholders
ISHARES TR shareholders Q1 2019
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