Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,832,759
+4.3%
29,228
+5.0%
0.08%
+5.6%
Q2 2023$2,716,645
-39.9%
27,834
-38.9%
0.07%
-42.4%
Q1 2023$4,521,346
+29.7%
45,564
+26.8%
0.12%
+16.8%
Q4 2022$3,484,676
+94.0%
35,939
+92.3%
0.11%
+69.8%
Q3 2022$1,796,000
+126.8%
18,685
+139.3%
0.06%
+133.3%
Q2 2022$792,000
+23.4%
7,807
+27.6%
0.03%
+42.1%
Q1 2022$642,000
+8.6%
6,118
+9.6%
0.02%
+11.8%
Q4 2021$591,000
+21.1%
5,580
+20.8%
0.02%
+6.2%
Q3 2021$488,000
+16.2%
4,621
+17.0%
0.02%
+23.1%
Q2 2021$420,000
+7.4%
3,949
+6.9%
0.01%
-13.3%
Q1 2021$391,000
+18.1%
3,695
+16.7%
0.02%
+15.4%
Q4 2020$331,000
-10.1%
3,166
-10.6%
0.01%
-23.5%
Q3 2020$368,000
-43.1%
3,540
-44.0%
0.02%
-52.8%
Q2 2020$647,000
+4.4%
6,321
+1.9%
0.04%
-12.2%
Q1 2020$620,000
-44.6%
6,201
-44.2%
0.04%
-30.5%
Q4 2019$1,119,000
+116.0%
11,110
+115.5%
0.06%
+84.4%
Q3 2019$518,0000.0%5,1550.0%0.03%0.0%
Q2 2019$518,000
+1338.9%
5,155
+1312.3%
0.03%
+966.7%
Q1 2019$36,0000.0%3650.0%0.00%0.0%
Q4 2018$36,0000.0%3650.0%0.00%0.0%
Q3 2018$36,0000.0%3650.0%0.00%0.0%
Q2 2018$36,000
+1700.0%
365
+2181.2%
0.00%
+200.0%
Q1 2015$2,0000.0%160.0%0.00%0.0%
Q4 2014$2,0000.0%16
-30.4%
0.00%0.0%
Q4 2013$2,000230.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders