Smart Money Group LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Smart Money Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$9,799,799
+84.3%
100,408
+87.3%
4.67%
+75.2%
Q1 2023$5,316,190
+171611.6%
53,612
+67.9%
2.67%
+65.1%
Q4 2022$3,096
-100.0%
31,935
-64.3%
1.62%
-72.4%
Q3 2022$8,596,000
+100.7%
89,439
+111.8%
5.86%
+97.1%
Q2 2022$4,284,000
+547.1%
42,236
+543.1%
2.97%
+668.0%
Q4 2019$662,000
+4.7%
6,568
+4.2%
0.39%
-23.7%
Q3 2019$632,000
+3.1%
6,302
+3.3%
0.51%
+0.2%
Q2 2019$613,000
+10.5%
6,099
+9.6%
0.51%
+4.3%
Q1 2019$555,000
-20.7%
5,564
-22.1%
0.48%
-33.1%
Q4 2018$700,000
+57.7%
7,140
+58.8%
0.72%
+79.9%
Q3 2018$444,000
+8.6%
4,497
+9.5%
0.40%
+9.8%
Q2 2018$409,000
+2.0%
4,106
+2.4%
0.37%
-10.0%
Q1 2018$401,0004,0090.41%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders