Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,468
+0.1%
150.0%0.00%
Q2 2023$1,466
-0.7%
150.0%0.00%
Q1 2023$1,477
-41.2%
15
-42.3%
0.00%
-100.0%
Q4 2022$2,510
+25.5%
260.0%0.00%
Q3 2022$2,000
-33.3%
260.0%0.00%
-100.0%
Q2 2022$3,000
-50.0%
26
-55.9%
0.00%0.0%
Q1 2022$6,0000.0%59
+1.7%
0.00%0.0%
Q4 2021$6,0000.0%580.0%0.00%0.0%
Q3 2021$6,0000.0%58
+1.8%
0.00%0.0%
Q2 2021$6,0000.0%57
+1.8%
0.00%0.0%
Q1 2021$6,0000.0%560.0%0.00%0.0%
Q4 2020$6,0000.0%560.0%0.00%0.0%
Q3 2020$6,0000.0%560.0%0.00%0.0%
Q2 2020$6,0000.0%560.0%0.00%
-50.0%
Q1 2020$6,0000.0%560.0%0.00%
+100.0%
Q4 2019$6,000
-57.1%
56
-59.1%
0.00%
-75.0%
Q3 2019$14,0000.0%137
-2.1%
0.00%0.0%
Q2 2019$14,000
-51.7%
140
-52.4%
0.00%
-55.6%
Q1 2019$29,000
-79.1%
294
-79.3%
0.01%
-80.9%
Q4 2018$139,000
+17.8%
1,417
+18.5%
0.05%
+17.5%
Q3 2018$118,000
-97.8%
1,196
-97.7%
0.04%
-97.8%
Q2 2018$5,266,000
-4.7%
52,823
-4.2%
1.82%
+3.5%
Q1 2018$5,523,000
+9.9%
55,155
+9.6%
1.76%
+9.4%
Q4 2017$5,026,000
+9952.0%
50,322
+9964.4%
1.61%
+4937.5%
Q3 2015$50,000
-60.0%
500
-60.0%
0.03%
-58.4%
Q2 2015$125,000
-30.2%
1,250
-30.6%
0.08%
-30.0%
Q1 2015$179,0001,8000.11%
Other shareholders
ISHARES TR shareholders Q3 2021
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