Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 607 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
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,695,059
+309.0%
37,140
+308.8%
0.06%
+282.4%
Q1 2024$903,421
+2011.4%
9,086
+1993.5%
0.02%
+1600.0%
Q4 2023$42,788
-6.5%
434
-8.1%
0.00%0.0%
Q3 2023$45,746
-0.5%
472
+0.2%
0.00%0.0%
Q2 2023$45,970
+1028.7%
471
+1048.8%
0.00%
Q1 2023$4,073
-97.3%
41
-97.4%
0.00%
-100.0%
Q4 2022$152,906
+4.7%
1,577
+3.5%
0.01%
+25.0%
Q3 2022$146,000
-21.9%
1,523
-17.6%
0.00%
-20.0%
Q2 2022$187,000
+32.6%
1,848
+37.4%
0.01%
+25.0%
Q1 2022$141,0001,3450.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders