SRS Capital Advisors, 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
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$195,552
-20.2%
2,018
-19.6%
0.02%
-22.6%
Q2 2023$245,118
-68.6%
2,511
-68.1%
0.03%
-69.9%
Q1 2023$780,591
+2.5%
7,866
+0.2%
0.10%
-1.9%
Q4 2022$761,183
-76.1%
7,850
-76.3%
0.10%
-79.1%
Q3 2022$3,185,000
-30.7%
33,144
-26.9%
0.50%
-27.9%
Q2 2022$4,599,000
-80.7%
45,343
-80.0%
0.70%
-78.1%
Q1 2022$23,840,000
+398.4%
227,175
+402.9%
3.18%
+423.2%
Q4 2021$4,783,000
+52.3%
45,177
+51.9%
0.61%
+41.5%
Q3 2021$3,141,000
+5.7%
29,736
+6.4%
0.43%
+5.9%
Q2 2021$2,972,00027,9520.40%
Other shareholders
ISHARES TR shareholders Q3 2021
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