INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 308 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,978,000
+5.9%
18,853
+6.8%
0.31%
+6.5%
Q4 2021$1,868,000
-7.9%
17,647
-8.2%
0.29%
-10.5%
Q3 2021$2,029,000
+2.5%
19,213
+3.2%
0.32%
-0.3%
Q2 2021$1,980,000
+112.2%
18,622
+111.0%
0.33%
+80.1%
Q1 2021$933,000
+1.2%
8,8250.0%0.18%
-6.7%
Q4 2020$922,0008,8250.19%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders