Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 202 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,660
+9.2%
87
+8.8%
0.00%0.0%
Q1 2024$7,934
+57.4%
80
+56.9%
0.00%0.0%
Q4 2023$5,042
+13.5%
51
+10.9%
0.00%0.0%
Q3 2023$4,444
+122.2%
46
+64.3%
0.00%
Q3 2022$2,0000.0%28
+21.7%
0.00%
Q1 2022$2,0000.0%230.0%0.00%
Q4 2021$2,000
-96.8%
23
-96.4%
0.00%
-100.0%
Q1 2019$63,000
-82.0%
631
-82.3%
0.02%
-82.8%
Q4 2018$350,000
+1246.2%
3,563
+1244.5%
0.10%
+725.0%
Q3 2018$26,0002650.01%
Other shareholders
ISHARES TR shareholders Q3 2018
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 Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders