Burt Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,688,681
+8.2%
151,555
+9.0%
4.51%
+10.3%
Q2 2023$13,571,618
+1.1%
139,053
+2.7%
4.09%
-2.0%
Q1 2023$13,430,513
-5.5%
135,347
-7.6%
4.17%
-12.3%
Q4 2022$14,206,706
-1.6%
146,521
-2.5%
4.76%
-17.9%
Q3 2022$14,442,000
-7.3%
150,270
-2.2%
5.80%
+7.0%
Q2 2022$15,587,000153,6745.42%
Other shareholders
ISHARES TR shareholders Q3 2022
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