SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 626 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$398
-84.7%
4
-84.6%
0.00%
Q1 2024$2,598
+9.2%
26
+8.3%
0.00%
Q4 2023$2,379
-98.8%
24
-98.8%
0.00%
-100.0%
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 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders