PARTNERS CAPITAL INVESTMENT GROUP, LLP - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
PARTNERS CAPITAL INVESTMENT GROUP, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,403,322
-35.4%
612,911
-34.9%
1.43%
-27.5%
Q2 2023$91,933,944
+43.6%
941,946
+46.0%
1.97%
-28.4%
Q1 2023$64,025,206
+59.8%
645,220
+56.1%
2.75%
+42.7%
Q4 2022$40,071,532
+96.2%
413,279
+94.5%
1.93%
+59.3%
Q3 2022$20,425,000
+411.0%
212,519
+439.3%
1.21%
+349.4%
Q2 2022$3,997,00039,4090.27%
Other shareholders
ISHARES TR shareholders Q1 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