Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,068,531
+1.2%
134,838
+1.9%
3.67%
+7.5%
Q2 2023$12,911,163
+2.6%
132,287
+4.4%
3.41%
-2.0%
Q1 2023$12,579,109
+5.7%
126,767
+3.3%
3.48%
+0.2%
Q4 2022$11,896,304
+13.8%
122,693
+12.8%
3.48%
+4.1%
Q3 2022$10,454,000
-1.8%
108,769
+3.6%
3.34%
+6.5%
Q2 2022$10,645,000
-0.3%
104,954
+3.1%
3.14%
+12.1%
Q1 2022$10,681,000
-0.7%
101,778
+0.2%
2.80%
+0.6%
Q4 2021$10,758,000
+1.9%
101,608
+1.8%
2.78%
+0.3%
Q3 2021$10,560,000
+2.6%
99,770
+3.1%
2.78%
-0.9%
Q2 2021$10,289,000
+3.9%
96,781
+3.3%
2.80%
-2.0%
Q1 2021$9,900,000
+0.7%
93,646
-0.2%
2.86%
-2.5%
Q4 2020$9,830,000
+1.8%
93,829
+1.1%
2.93%
-15.3%
Q3 2020$9,658,000
+2.7%
92,812
+1.1%
3.46%
-1.6%
Q2 2020$9,400,000
-3.1%
91,811
-5.5%
3.52%
-14.8%
Q1 2020$9,703,000
-1.8%
97,125
-1.0%
4.13%
+23.4%
Q4 2019$9,885,000
+3.1%
98,150
+2.5%
3.35%
-1.8%
Q3 2019$9,591,000
-1.4%
95,747
-1.0%
3.41%
-0.9%
Q2 2019$9,728,000
-0.8%
96,717
-1.6%
3.44%
-3.6%
Q1 2019$9,802,000
-0.7%
98,336
-2.4%
3.56%
-9.7%
Q4 2018$9,871,000
-1.6%
100,705
-0.9%
3.95%
+8.5%
Q3 2018$10,034,000
-0.3%
101,584
+0.6%
3.64%
-3.7%
Q2 2018$10,065,000
+8.3%
100,958
+8.8%
3.78%
+4.3%
Q1 2018$9,296,000
+4.1%
92,827
+3.8%
3.62%
+2.1%
Q4 2017$8,931,000
+9.9%
89,429
+10.4%
3.54%
+4.5%
Q3 2017$8,128,000
+10.2%
80,974
+10.2%
3.39%
+4.2%
Q2 2017$7,373,000
+8.1%
73,455
+9.3%
3.25%
+0.1%
Q1 2017$6,820,000
+8.6%
67,224
+7.9%
3.25%
+9.9%
Q4 2016$6,278,000
+0.9%
62,328
+1.3%
2.96%
+0.1%
Q3 2016$6,219,000
+5.4%
61,514
+5.8%
2.95%
+0.8%
Q2 2016$5,901,000
+3.9%
58,122
+3.1%
2.93%
+1.7%
Q1 2016$5,678,000
+5.9%
56,400
+4.1%
2.88%
+1.3%
Q4 2015$5,360,000
+3.7%
54,186
+4.1%
2.84%
+1.5%
Q3 2015$5,168,000
-0.6%
52,063
+0.1%
2.80%
+4.7%
Q2 2015$5,198,000
+19.4%
52,017
+18.7%
2.67%
+20.6%
Q1 2015$4,355,000
+26.4%
43,822
+25.9%
2.22%
+23.6%
Q4 2014$3,446,00034,7961.79%
Other shareholders
ISHARES TR shareholders Q3 2023
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