Legacy Bridge, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

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 2023
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