NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$745,011
-7.6%
7,686
-7.0%
0.08%
+15.2%
Q2 2023$806,395
-14.5%
8,262
-13.0%
0.07%
-31.2%
Q1 2023$942,646
-19.6%
9,499
-21.4%
0.10%
-7.7%
Q4 2022$1,172,339
-12.7%
12,090
-13.5%
0.10%
-18.8%
Q3 2022$1,343,000
+284.8%
13,978
+305.7%
0.13%
+300.0%
Q2 2022$349,000
+44.2%
3,445
+49.7%
0.03%
+68.4%
Q1 2022$242,000
-95.6%
2,302
-95.6%
0.02%
-95.7%
Q4 2021$5,550,000
-3.0%
52,420
-3.3%
0.44%
-15.4%
Q3 2021$5,724,000
-0.1%
54,188
+0.6%
0.52%
-2.3%
Q2 2021$5,728,000
+2219.0%
53,878
+2210.4%
0.53%
+2024.0%
Q1 2021$247,000
+19.9%
2,332
+14.1%
0.02%
-69.5%
Q1 2016$206,000
+2.0%
2,044
-4.7%
0.08%0.0%
Q4 2015$202,000
-1.0%
2,144
+7.2%
0.08%
-3.5%
Q2 2015$204,000
+0.5%
2,000
-2.2%
0.08%
-2.3%
Q1 2015$203,000
+0.5%
2,0440.0%0.09%
-1.1%
Q4 2014$202,0000.0%2,044
+1.5%
0.09%
+22.2%
Q3 2014$202,0000.0%2,014
+2.0%
0.07%
+14.3%
Q2 2014$202,0000.0%1,975
-1.3%
0.06%
-8.7%
Q1 2014$202,000
-4.3%
2,001
-4.3%
0.07%
-38.4%
Q4 2013$211,0000.0%2,090
+0.2%
0.11%
+9.8%
Q3 2013$211,0000.0%2,086
-0.5%
0.10%
-4.7%
Q2 2013$211,0000.0%2,096
+2.8%
0.11%
+2.9%
Q1 2013$211,000
-66.1%
2,039
-66.2%
0.10%
-60.5%
Q4 2012$623,0000.0%6,0400.0%0.26%
+0.4%
Q3 2012$623,0000.0%6,040
-0.8%
0.26%
-9.3%
Q2 2012$623,0006,0900.29%
Other shareholders
ISHARES TR shareholders Q4 2021
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 Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders