Mutual Advisors, 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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,708,366
-4.0%
38,262
-3.3%
0.14%
-1.4%
Q2 2023$3,863,267
-2.6%
39,583
-0.9%
0.15%
-9.8%
Q1 2023$3,964,507
-8.4%
39,953
-10.5%
0.16%
-16.0%
Q4 2022$4,327,332
-40.2%
44,630
-40.7%
0.19%
-47.8%
Q3 2022$7,235,000
+53.7%
75,276
+62.2%
0.37%
+19.2%
Q2 2022$4,706,000
+163.2%
46,397
+172.3%
0.31%
+212.0%
Q1 2022$1,788,000
-85.6%
17,042
-85.4%
0.10%
-84.7%
Q4 2021$12,375,000
+14.1%
116,879
+13.8%
0.66%
+2.0%
Q3 2021$10,850,000
+961.6%
102,720
+968.4%
0.64%
+952.5%
Q2 2021$1,022,000
+6.7%
9,614
+6.1%
0.06%
-7.6%
Q1 2021$958,000
+120.2%
9,064
+117.4%
0.07%
+106.2%
Q4 2020$435,000
-17.3%
4,169
-17.5%
0.03%
-30.4%
Q3 2020$526,000
-36.2%
5,055
-37.2%
0.05%
-43.2%
Q2 2020$824,000
+228.3%
8,050
+220.3%
0.08%
+138.2%
Q1 2020$251,000
-34.5%
2,513
-33.9%
0.03%
-17.1%
Q4 2019$383,000
-53.6%
3,800
-53.8%
0.04%
-62.4%
Q3 2019$825,000
+116.5%
8,234
+117.1%
0.11%
+118.0%
Q2 2019$381,0003,7930.05%
Other shareholders
ISHARES TR shareholders Q4 2020
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