Lake Hills Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 601 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Lake Hills Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,237,206
+6.8%
32,538
+6.8%
2.32%
-14.8%
Q1 2024$3,029,831
-51.1%
30,472
-51.5%
2.72%
-56.0%
Q4 2023$6,196,776
+819.2%
62,854
+803.6%
6.20%
+808.8%
Q3 2023$674,176
+2.9%
6,956
+3.7%
0.68%
-4.5%
Q2 2023$654,994
-83.0%
6,711
-83.1%
0.71%
-81.4%
Q4 2022$3,859,590
+12.8%
39,806
+11.8%
3.85%
+23.9%
Q3 2022$3,422,00035,6013.10%
Other shareholders
ISHARES TR shareholders Q4 2023
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 Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders