Burt Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

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 Q4 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders