Sowell Financial Services LLC - 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,495,000
-25.4%
15,425
-24.9%
0.09%
-16.1%
Q2 2023$2,005,000
+134916.8%
20,544
+37.2%
0.11%
-2.6%
Q1 2023$1,485
-6.4%
14,969
-8.5%
0.12%
+11.7%
Q4 2022$1,586
-99.9%
16,355
+10.7%
0.10%
-28.0%
Q3 2022$1,420,000
-55.4%
14,775
-50.9%
0.14%
-21.9%
Q4 2021$3,186,000
+136.7%
30,092
+136.1%
0.18%
+101.1%
Q3 2021$1,346,000
+16.8%
12,747
+17.7%
0.09%
+19.7%
Q2 2021$1,152,000
-24.3%
10,833
-24.2%
0.08%
+43.4%
Q1 2021$1,521,000
+269.2%
14,290
+262.0%
0.05%
+194.4%
Q4 2020$412,000
+0.5%
3,948
+0.3%
0.02%
-10.0%
Q3 2020$410,000
+38.0%
3,937
+35.9%
0.02%
+25.0%
Q2 2020$297,000
+3.1%
2,897
+0.6%
0.02%
-23.8%
Q1 2020$288,000
-23.8%
2,881
-23.2%
0.02%
-27.6%
Q4 2019$378,000
+0.3%
3,749
-0.3%
0.03%
-6.5%
Q3 2019$377,000
-18.9%
3,761
-19.4%
0.03%
-40.4%
Q1 2019$465,000
+18.9%
4,664
+16.8%
0.05%
-5.5%
Q4 2018$391,0003,9940.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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