JANICZEK WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,518
-0.7%
2,8840.0%0.07%
-3.9%
Q2 2023$281,479
-1.3%
2,8840.0%0.08%
-4.9%
Q1 2023$285,228
-0.4%
2,884
-1.7%
0.08%0.0%
Q4 2022$286,476
+0.9%
2,9340.0%0.08%
-12.9%
Q3 2022$284,000
-6.0%
2,9340.0%0.09%
+3.3%
Q2 2022$302,000
-1.9%
2,9340.0%0.09%
+5.9%
Q1 2022$308,000
-97.4%
2,934
-97.3%
0.08%
-97.6%
Q4 2021$11,666,000
+6.7%
110,180
+6.4%
3.49%
-9.8%
Q3 2021$10,937,000
+7.3%
103,537
+8.0%
3.87%
+4.5%
Q2 2021$10,189,000
+17.0%
95,841
+16.4%
3.70%
+6.6%
Q1 2021$8,705,00082,3443.47%
Other shareholders
ISHARES TR shareholders Q2 2021
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