Legacy Bridge, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2020
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders