Legacy Bridge, 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
Legacy Bridge, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$99,828
-0.7%
1,0300.0%0.07%
+6.0%
Q2 2023$100,528
-1.6%
1,0300.0%0.07%
-5.6%
Q1 2023$102,207
+2.3%
1,0300.0%0.07%0.0%
Q4 2022$99,869
+0.9%
1,0300.0%0.07%
-10.1%
Q3 2022$99,000
-4.8%
1,0300.0%0.08%
+2.6%
Q2 2022$104,000
-3.7%
1,0300.0%0.08%
+22.2%
Q1 2022$108,000
-0.9%
1,0300.0%0.06%
+10.5%
Q4 2021$109,000
-53.0%
1,030
-53.2%
0.06%
-57.5%
Q3 2021$232,000
-0.9%
2,2000.0%0.13%
+1.5%
Q2 2021$234,000
+0.4%
2,2000.0%0.13%
-12.6%
Q1 2021$233,000
+1.3%
2,2000.0%0.15%
-9.6%
Q4 2020$230,000
+0.4%
2,2000.0%0.17%
-20.1%
Q3 2020$229,000
+1.8%
2,2000.0%0.21%
-15.7%
Q2 2020$225,000
+2.3%
2,2000.0%0.25%
-10.5%
Q1 2020$220,000
-0.9%
2,2000.0%0.28%
+50.5%
Q4 2019$222,0002,2000.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders