Trilogy Capital Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 156 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Trilogy Capital Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,233,682
-0.8%
157,178
-0.4%
1.03%
+5.3%
Q2 2023$15,359,847
-6.9%
157,780
-5.1%
0.98%
-16.5%
Q1 2023$16,505,065
-10.3%
166,331
-12.4%
1.17%
-10.1%
Q4 2022$18,401,402
+15.1%
189,783
+14.1%
1.30%
-8.9%
Q3 2022$15,982,000
-14.5%
166,287
-9.8%
1.43%
-12.0%
Q2 2022$18,696,000
+10.7%
184,326
+14.6%
1.63%
+34.2%
Q1 2022$16,884,000
+13.6%
160,892
+14.6%
1.21%
+8.7%
Q4 2021$14,864,000
+7.3%
140,387
+7.1%
1.12%
+5.8%
Q3 2021$13,848,000
-1.2%
131,097
-0.8%
1.05%
+2.2%
Q2 2021$14,012,000
+4.2%
132,110
+3.9%
1.03%
+0.3%
Q1 2021$13,447,000
+4.8%
127,194
+3.5%
1.03%
-2.1%
Q4 2020$12,837,000
+12.5%
122,927
+12.1%
1.05%
-3.8%
Q3 2020$11,415,000
+7.9%
109,693
+6.6%
1.09%
+4.3%
Q2 2020$10,581,000
+3.6%
102,928
+1.9%
1.05%
-7.4%
Q1 2020$10,214,000
-15.7%
101,051
-15.9%
1.13%
-4.9%
Q4 2019$12,110,000
-4.7%
120,178
-5.1%
1.19%
-12.2%
Q3 2019$12,703,000
-7.4%
126,676
-7.6%
1.35%
-10.7%
Q2 2019$13,722,000
-3.9%
137,052
-4.4%
1.52%
-10.9%
Q1 2019$14,283,000
-12.1%
143,285
-13.6%
1.70%
-22.2%
Q4 2018$16,249,000
-7.4%
165,772
-6.6%
2.19%
+0.7%
Q3 2018$17,541,000
+2.8%
177,578
+3.8%
2.17%
-5.4%
Q2 2018$17,057,000
+4.8%
171,101
+5.2%
2.30%
-2.8%
Q1 2018$16,281,000
+14.4%
162,581
+14.1%
2.36%
+2.0%
Q4 2017$14,229,000142,4802.31%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders