Fortis Advisors, 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
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$581,504
+0.3%
6,000
+1.0%
0.41%
+5.9%
Q2 2023$579,528
-0.6%
5,938
+1.0%
0.39%
+2.1%
Q1 2023$583,202
+2.3%
5,8770.0%0.38%
-12.2%
Q4 2022$569,860
+1.2%
5,877
+0.4%
0.43%
+8.0%
Q3 2022$563,000
-2.8%
5,853
+2.6%
0.40%
+4.7%
Q2 2022$579,000
-1.0%
5,705
+2.4%
0.38%
+19.6%
Q1 2022$585,000
-0.3%
5,574
+0.5%
0.32%
-5.9%
Q4 2021$587,000
+1.2%
5,549
+1.1%
0.34%
-3.7%
Q3 2021$580,000
+1.4%
5,489
+2.0%
0.35%
+6.9%
Q2 2021$572,000
+1.6%
5,384
+1.1%
0.33%
-17.2%
Q1 2021$563,000
+1.3%
5,3240.0%0.40%
-18.4%
Q4 2020$556,000
+1.3%
5,324
+0.9%
0.49%
-4.3%
Q3 2020$549,000
+1.7%
5,2750.0%0.51%
-4.3%
Q2 2020$540,000
+2.9%
5,275
+0.4%
0.54%
+52.0%
Q1 2020$525,000
-0.8%
5,252
+0.1%
0.35%
+10.0%
Q4 2019$529,000
+1.1%
5,248
+0.5%
0.32%
+30.1%
Q3 2019$523,000
+0.4%
5,222
+0.9%
0.25%
-2.8%
Q2 2019$521,000
+1.8%
5,177
+0.7%
0.25%
-5.9%
Q1 2019$512,000
+1.6%
5,1410.0%0.27%
-11.8%
Q4 2018$504,000
-0.4%
5,141
+0.4%
0.30%
+7.4%
Q3 2018$506,000
+0.2%
5,119
+1.0%
0.28%
-2.1%
Q2 2018$505,000
+0.4%
5,066
+0.9%
0.29%
+4.7%
Q1 2018$503,0005,0190.28%
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