Darwin Wealth Management, 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
Darwin Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$220,000
-6.4%
2,216
-4.9%
0.07%
+11.1%
Q4 2019$235,000
-11.7%
2,330
-12.2%
0.06%
-20.3%
Q3 2019$266,000
-2.2%
2,653
-2.0%
0.08%
-6.0%
Q2 2019$272,000
-18.3%
2,706
-19.1%
0.08%
-23.6%
Q1 2019$333,000
+3.4%
3,343
+1.1%
0.11%
-51.1%
Q4 2018$322,000
+4.5%
3,308
+2.8%
0.22%
+30.8%
Q3 2018$308,000
+43.3%
3,219
+40.7%
0.17%
+22.9%
Q2 2018$215,000
-69.3%
2,288
-67.4%
0.14%
-53.3%
Q4 2017$701,000
+0.6%
7,019
+1.2%
0.30%
-22.1%
Q2 2017$697,000
-10.6%
6,939
-9.8%
0.38%
-15.0%
Q1 2017$780,000
+61.8%
7,693
+60.8%
0.45%
+39.8%
Q4 2016$482,0004,7850.32%
Other shareholders
ISHARES TR shareholders Q3 2023
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