Legacy Bridge, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

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 Q2 2022
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