EXENCIAL WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 601 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,892,270
-2.9%
89,379
-3.0%
0.33%
-2.3%
Q1 2024$9,158,613
-3.1%
92,111
-4.0%
0.34%
-11.2%
Q4 2023$9,455,882
-10.1%
95,911
-11.6%
0.38%
-24.5%
Q3 2023$10,516,862
-9.9%
108,511
-9.2%
0.51%
-4.9%
Q2 2023$11,668,857119,5580.54%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders