Bridgeworth, 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
Bridgeworth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$326,000
+0.9%
3,397
+6.5%
0.08%0.0%
Q2 2022$323,000
-50.3%
3,189
-48.5%
0.08%
-49.7%
Q1 2022$650,000
+133.8%
6,189
+135.3%
0.15%
+144.3%
Q4 2021$278,000
+2.6%
2,630
+2.5%
0.06%
-19.7%
Q3 2021$271,000
+15.3%
2,565
+16.1%
0.08%
+13.4%
Q2 2021$235,000
-28.1%
2,209
-28.5%
0.07%
-35.0%
Q1 2021$327,000
-56.0%
3,091
-56.6%
0.10%
-58.1%
Q4 2020$743,000
-56.2%
7,114
-56.3%
0.25%
-61.3%
Q3 2020$1,695,000
-47.5%
16,285
-48.3%
0.64%
-49.6%
Q2 2020$3,227,000
-43.2%
31,515
-44.6%
1.26%
-51.2%
Q1 2020$5,678,000
+8.6%
56,839
+9.5%
2.59%
+32.4%
Q4 2019$5,228,000
+9.7%
51,908
+9.1%
1.95%
+7.4%
Q3 2019$4,765,000
+11.3%
47,568
+11.8%
1.82%
+11.9%
Q2 2019$4,280,000
-1.1%
42,553
-2.0%
1.62%
-5.3%
Q1 2019$4,327,000
+54.9%
43,411
+0.8%
1.71%
+7.3%
Q4 2018$2,793,000
+1.3%
43,079
+4.6%
1.60%
+4.9%
Q3 2018$2,757,000
-21.6%
41,204
+16.8%
1.52%
+0.6%
Q2 2018$3,517,000
+17.2%
35,287
+17.3%
1.51%
+10.2%
Q1 2018$3,000,000
+111.4%
30,086
+111.2%
1.37%
+11.0%
Q4 2017$1,419,000
+87.5%
14,246
+88.8%
1.24%
+16.4%
Q3 2017$757,000
-65.7%
7,546
-65.7%
1.06%
-5.8%
Q2 2017$2,206,000
+31.6%
22,013
+33.3%
1.13%
+28.1%
Q1 2017$1,676,000
+37.5%
16,508
+36.4%
0.88%
+31.1%
Q4 2016$1,219,00012,0990.67%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders