IFG Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,092,125
-1.0%
104,128
-0.3%
0.85%
-6.1%
Q2 2023$10,196,985
-22.4%
104,477
-21.1%
0.90%
-26.4%
Q1 2023$13,133,594
+114075.4%
132,355
+11.6%
1.23%
+7.2%
Q4 2022$11,503
-99.9%
118,642
+3.6%
1.14%
+14.4%
Q3 2022$11,005,000
+0.5%
114,513
+6.0%
1.00%
-13.9%
Q2 2022$10,955,000
+2.1%
108,012
+5.7%
1.16%
+7.4%
Q1 2022$10,728,000
+8.1%
102,235
+9.1%
1.08%
+12.0%
Q4 2021$9,920,000
+7.2%
93,699
+7.0%
0.97%
-3.0%
Q3 2021$9,250,000
+8.8%
87,572
+9.5%
1.00%
+5.5%
Q2 2021$8,498,000
+8.5%
79,943
+7.9%
0.94%
-3.2%
Q1 2021$7,834,000
+16.1%
74,109
+14.7%
0.98%
+4.5%
Q4 2020$6,749,000
+10.5%
64,633
+10.1%
0.93%
-5.6%
Q3 2020$6,110,000
+9.5%
58,720
+7.7%
0.99%
-1.7%
Q2 2020$5,580,000
+20.5%
54,501
+17.5%
1.01%
-2.7%
Q1 2020$4,632,000
+20.2%
46,375
+21.2%
1.03%
+47.1%
Q4 2019$3,852,000
+10.6%
38,256
+10.0%
0.70%
+4.0%
Q3 2019$3,484,000
+1.6%
34,782
+2.0%
0.68%
+11.2%
Q2 2019$3,429,000
+8.9%
34,097
+7.9%
0.61%
+1.0%
Q1 2019$3,148,000
+11.8%
31,588
+9.9%
0.60%
-9.3%
Q4 2018$2,816,000
+15.3%
28,730
+16.2%
0.66%
+44.7%
Q3 2018$2,442,000
+23.0%
24,729
+24.1%
0.46%
+12.5%
Q2 2018$1,985,000
+1.5%
19,919
+2.0%
0.41%
-6.2%
Q1 2018$1,955,000
+9.4%
19,529
+9.1%
0.44%
+8.2%
Q4 2017$1,787,00017,8940.40%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders