Landmark Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Landmark Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,353,235
+5.4%
179,047
+6.2%
7.05%
+4.4%
Q2 2023$16,459,264
+11.8%
168,640
+13.6%
6.76%
+4.5%
Q1 2023$14,725,633
+14.5%
148,399
+11.9%
6.47%
+8.9%
Q4 2022$12,861,453
+8.4%
132,647
+7.4%
5.94%
-5.3%
Q3 2022$11,870,000
+6.7%
123,502
+12.6%
6.27%
+14.7%
Q2 2022$11,125,000
-3.5%
109,677
-0.8%
5.47%
-1.2%
Q1 2022$11,524,000
-4.6%
110,539
-3.1%
5.53%
+2.9%
Q4 2021$12,083,000
+9.2%
114,120
+9.0%
5.38%
-9.9%
Q3 2021$11,066,000
-8.1%
104,669
-7.6%
5.96%
+3.6%
Q2 2021$12,038,000
+8.8%
113,234
+8.2%
5.76%
-3.4%
Q1 2021$11,066,000
-47.2%
104,669
-47.7%
5.96%
+0.9%
Q4 2020$20,944,000
+14.9%
200,188
+13.7%
5.91%
+2.3%
Q3 2020$18,232,000
+180.7%
176,058
+178.0%
5.78%
+36.3%
Q2 2020$6,496,000
+175.3%
63,323
+172.2%
4.24%
+162.0%
Q1 2020$2,360,000
+145.8%
23,260
+144.4%
1.62%
+189.4%
Q4 2019$960,000
+182.4%
9,516
+180.3%
0.56%
+164.9%
Q3 2019$340,0003,3950.21%
Other shareholders
ISHARES TR shareholders Q2 2022
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