Parkside Advisors 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
Parkside Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$16,232,592
+4.8%
164,647
+3.0%
4.50%
-6.6%
Q3 2023$15,490,395
+14.1%
159,827
+14.9%
4.81%
+14.4%
Q2 2023$13,577,954
+8.4%
139,118
+10.2%
4.21%
+1.4%
Q1 2023$12,525,816
+7.0%
126,228
+4.5%
4.15%
+1.2%
Q4 2022$11,708,477
-0.6%
120,756
-1.5%
4.10%
-8.7%
Q3 2022$11,777,000
+5.1%
122,539
+10.9%
4.48%
+10.8%
Q2 2022$11,207,000
+8.6%
110,488
+12.3%
4.05%
+24.0%
Q1 2022$10,324,000
+9.7%
98,378
+10.7%
3.26%
+14.4%
Q4 2021$9,410,000
+8.2%
88,876
+8.0%
2.85%
+5.2%
Q3 2021$8,695,000
+8.9%
82,315
+9.6%
2.71%
+6.6%
Q2 2021$7,988,000
+11.2%
75,136
+10.6%
2.55%
+2.8%
Q1 2021$7,181,000
+23.2%
67,922
+21.7%
2.48%
+13.4%
Q4 2020$5,827,000
+55.4%
55,798
+54.9%
2.18%
+32.4%
Q3 2020$3,749,000
+33.0%
36,031
+30.9%
1.65%
+25.8%
Q2 2020$2,819,000
+25.0%
27,532
+22.0%
1.31%
+7.1%
Q1 2020$2,255,000
+129.9%
22,568
+131.6%
1.22%
+179.0%
Q4 2019$981,0009,7430.44%
Other shareholders
ISHARES TR shareholders Q3 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