Strategic Wealth Partners, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Strategic Wealth Partners, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$588,533
-18.5%
5,931
-20.4%
0.09%
-32.8%
Q4 2022$722,449
-24.1%
7,451
-24.7%
0.13%
-33.7%
Q3 2022$951,393
+5.9%
9,899
+11.8%
0.20%
+4.1%
Q2 2022$898,000
+82.2%
8,858
+88.4%
0.19%
+102.1%
Q1 2022$493,000
+16.8%
4,701
+18.1%
0.10%
+20.0%
Q4 2021$422,000
+0.2%
3,9820.0%0.08%
-35.5%
Q3 2021$421,000
+24.6%
3,982
+25.3%
0.12%
+12.7%
Q2 2021$338,000
-14.0%
3,178
-14.5%
0.11%
-29.9%
Q1 2021$393,0000.0%3,715
-1.4%
0.16%
-4.8%
Q4 2020$393,000
-11.5%
3,766
-11.8%
0.16%
-26.3%
Q3 2020$444,000
-36.2%
4,271
-37.1%
0.22%
-37.8%
Q2 2020$696,000
-83.8%
6,795
-84.1%
0.36%
-84.0%
Q1 2020$4,309,0000.0%42,7810.0%2.24%
+0.1%
Q4 2019$4,309,000
-99.2%
42,781
-24.7%
2.24%
-17.5%
Q3 2019$528,920,000
+10264.9%
56,838
+12.2%
2.72%
+10.4%
Q2 2019$5,103,000
+5.8%
50,667
+4.4%
2.46%
+11.2%
Q1 2019$4,825,000
+35.2%
48,533
+40.1%
2.22%
+23.0%
Q4 2018$3,570,000
+12.9%
34,648
+8.3%
1.80%
+6.9%
Q3 2018$3,161,000
+18.4%
32,004
+19.5%
1.68%
+8.9%
Q2 2018$2,670,000
+47.5%
26,778
+48.2%
1.55%
+65.8%
Q1 2018$1,810,000
+1348.0%
18,071
+1365.6%
0.93%
+1252.2%
Q4 2017$125,0001,2330.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders