IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$103,463
-70.0%
1,068
-69.4%
0.01%
-37.5%
Q2 2023$345,452
+27.2%
3,492
+29.0%
0.01%
-33.3%
Q1 2023$271,486
+2364.7%
2,707
-97.5%
0.01%
-95.9%
Q4 2022$11,015
-99.9%
109,150
-12.4%
0.29%
-10.1%
Q3 2022$12,556,000
+33.1%
124,587
+33.6%
0.33%
+10.1%
Q2 2022$9,432,000
-40.5%
93,267
-40.7%
0.30%
+50.0%
Q1 2022$15,853,000
+7595.6%
157,165
+8009.6%
0.20%
+4850.0%
Q4 2021$206,000
+24.1%
1,938
+24.2%
0.00%
+33.3%
Q3 2021$166,000
-91.7%
1,560
-91.7%
0.00%
-92.9%
Q2 2021$2,009,000
+830.1%
18,874
+826.6%
0.04%
+950.0%
Q1 2021$216,000
-89.6%
2,037
-89.8%
0.00%
-95.2%
Q4 2020$2,079,000
+570.6%
19,880
+566.4%
0.08%
+342.1%
Q3 2020$310,000
-20.3%
2,983
-22.1%
0.02%
-38.7%
Q2 2020$389,000
-44.5%
3,829
-45.2%
0.03%
-56.3%
Q1 2020$701,000
-8.4%
6,990
-8.0%
0.07%
+22.4%
Q4 2019$765,000
-12.5%
7,601
-12.7%
0.06%
-1.7%
Q3 2019$874,000
+343.7%
8,702
+337.5%
0.06%
+118.5%
Q1 2019$197,000
-87.3%
1,989
-87.4%
0.03%
-71.3%
Q4 2018$1,547,000
+135.8%
15,793
+138.0%
0.09%
+248.1%
Q3 2018$656,000
+33.1%
6,636
+34.3%
0.03%
+28.6%
Q2 2018$493,000
+63.2%
4,942
+63.5%
0.02%
+50.0%
Q1 2018$302,0000.0%3,0220.0%0.01%0.0%
Q4 2017$302,000
-7.6%
3,022
-7.3%
0.01%
+7.7%
Q3 2017$327,000
+11.6%
3,260
+11.7%
0.01%
+8.3%
Q2 2017$293,000
+236.8%
2,918
+240.1%
0.01%
+200.0%
Q1 2017$87,000
-42.4%
858
-43.0%
0.00%
-42.9%
Q4 2016$151,000
+30.2%
1,504
+31.6%
0.01%
+16.7%
Q3 2016$116,000
-36.6%
1,143
-36.6%
0.01%
-40.0%
Q2 2016$183,000
-7.1%
1,803
-9.4%
0.01%
-63.0%
Q1 2016$197,000
+84.1%
1,989
+84.2%
0.03%
+285.7%
Q4 2015$107,0001,0800.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders