Pure Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Pure Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$30,273,796
+0.0%
307,068
-1.7%
1.04%
-15.6%
Q3 2023$30,271,930
-0.3%
312,339
+0.4%
1.24%
-4.0%
Q2 2023$30,370,641
-1.2%
311,175
+0.5%
1.29%
-9.6%
Q1 2023$30,732,023
+1.7%
309,705
-0.7%
1.42%
-8.8%
Q4 2022$30,226,501
+5147.7%
311,742
+5103.5%
1.56%
+4491.2%
Q3 2022$576,000
-22.5%
5,991
-18.2%
0.03%
-26.1%
Q2 2022$743,000
+28.1%
7,323
+32.6%
0.05%
+70.4%
Q1 2022$580,000
-4.6%
5,524
-3.8%
0.03%
-10.0%
Q4 2021$608,000
-0.5%
5,745
-0.6%
0.03%
-36.2%
Q3 2021$611,000
-2.2%
5,780
-1.6%
0.05%
-7.8%
Q2 2021$625,000
-4.3%
5,876
-4.9%
0.05%
-21.5%
Q1 2021$653,000
-7.9%
6,178
-9.1%
0.06%
-23.5%
Q4 2020$709,000
-3.3%
6,793
-3.6%
0.08%
-20.6%
Q3 2020$733,000
-10.1%
7,048
-11.4%
0.11%
-15.7%
Q2 2020$815,000
+5.0%
7,959
+2.4%
0.13%
-2.3%
Q1 2020$776,000
-15.9%
7,770
-15.2%
0.13%
-17.7%
Q4 2019$923,000
+2.0%
9,164
+1.5%
0.16%
-3.7%
Q3 2019$905,000
-8.7%
9,033
-8.3%
0.16%
-7.9%
Q2 2019$991,000
-1.4%
9,853
-2.3%
0.18%
-5.8%
Q1 2019$1,005,000
+1.7%
10,084
+0.1%
0.19%
-5.5%
Q4 2018$988,000
+168.5%
10,077
+170.6%
0.20%
+150.0%
Q3 2018$368,0003,7240.08%
Other shareholders
ISHARES TR shareholders Q4 2020
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