Burt Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 601 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$11,822,600
-4.5%
118,832
-4.6%
3.12%
-0.7%
Q1 2024$12,379,156
+9.4%
124,501
+8.5%
3.14%
-2.8%
Q4 2023$11,310,461
-23.0%
114,722
-24.3%
3.23%
-28.4%
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 Q4 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 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