Stordahl Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Stordahl Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,534,298
+1.7%
149,962
+2.4%
4.39%
+6.6%
Q2 2023$14,288,133
-2.4%
146,395
-0.8%
4.12%
-7.6%
Q1 2023$14,637,597
+3.4%
147,512
+1.0%
4.46%
-3.9%
Q4 2022$14,156,044
-5.5%
145,999
-6.3%
4.64%
-14.4%
Q3 2022$14,983,000
-7.1%
155,898
-2.0%
5.41%
-11.6%
Q2 2022$16,132,000
-3.5%
159,047
-0.1%
6.12%
-1.1%
Q1 2022$16,711,000
+1.2%
159,243
+2.1%
6.19%
+0.8%
Q4 2021$16,519,000
+3.3%
156,021
+3.0%
6.14%
-3.7%
Q3 2021$15,997,000
+2.2%
151,441
+2.8%
6.38%
+0.6%
Q2 2021$15,654,000
+4.7%
147,246
+4.1%
6.34%
+0.6%
Q1 2021$14,952,000
+9.1%
141,427
+7.8%
6.30%
+1.4%
Q4 2020$13,705,000
+7.3%
131,234
+7.0%
6.22%
-5.9%
Q3 2020$12,768,000
+4.2%
122,699
+2.5%
6.61%
-2.8%
Q2 2020$12,251,000
+1.2%
119,652
-0.2%
6.80%
-9.2%
Q1 2020$12,109,000
-2.4%
119,922
-2.7%
7.48%
+49.2%
Q4 2019$12,410,000
+4.2%
123,227
+3.7%
5.02%
+5.6%
Q3 2019$11,909,000
-0.2%
118,887
-0.3%
4.75%
+2.6%
Q2 2019$11,937,000
+1.3%
119,207
+0.9%
4.63%
-3.3%
Q1 2019$11,786,000
+21.6%
118,200
+19.5%
4.79%
+1.0%
Q4 2018$9,692,000
-12.6%
98,874
-12.3%
4.74%
-4.2%
Q3 2018$11,084,000
+8.0%
112,745
+9.6%
4.95%
+7.4%
Q2 2018$10,259,000
+4.2%
102,911
+4.6%
4.61%
-1.6%
Q1 2018$9,850,000
+4.4%
98,362
+4.1%
4.68%
+4.5%
Q4 2017$9,434,00094,4584.48%
Other shareholders
ISHARES TR shareholders Q4 2021
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 Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders