Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 234 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$40,000
-7.0%
4200.0%0.01%0.0%
Q2 2022$43,000
-2.3%
4200.0%0.01%0.0%
Q1 2022$44,0000.0%4200.0%0.01%
+10.0%
Q4 2021$44,000
-91.5%
420
-91.8%
0.01%
-96.4%
Q1 2020$515,000
-91.0%
5,152
-90.9%
0.28%
-88.5%
Q4 2019$5,725,000
-11.5%
56,846
-11.9%
2.44%
-23.2%
Q3 2019$6,467,000
-2.1%
64,560
-1.7%
3.18%
-7.2%
Q2 2019$6,604,000
+3.6%
65,656
+2.7%
3.43%
-12.5%
Q1 2019$6,373,000
+3.2%
63,931
+1.5%
3.92%
-19.5%
Q4 2018$6,173,00062,9754.87%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders