JANICZEK WEALTH MANAGEMENT, LLC - 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
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 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