Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 228 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$768,014
-5.1%
7,869
-5.7%
0.13%
-18.1%
Q4 2022$809,325
+0.9%
8,3470.0%0.16%
-1.8%
Q3 2022$802,000
-19.2%
8,347
-14.7%
0.16%
-17.3%
Q2 2022$993,000
-3.7%
9,787
-0.4%
0.20%
+12.6%
Q1 2022$1,031,000
+139.8%
9,827
+142.2%
0.18%
+146.5%
Q4 2021$430,000
+24.6%
4,057
+24.2%
0.07%
+14.5%
Q3 2021$345,000
-0.6%
3,2670.0%0.06%
-1.6%
Q2 2021$347,000
+0.6%
3,2670.0%0.06%
-6.0%
Q1 2021$345,000
+0.9%
3,267
-0.2%
0.07%
-5.6%
Q4 2020$342,000
-0.6%
3,274
-0.8%
0.07%
-15.5%
Q3 2020$344,000
+1.8%
3,3020.0%0.08%
-8.7%
Q2 2020$338,000
+2.4%
3,3020.0%0.09%
-15.6%
Q1 2020$330,000
-5.7%
3,302
-4.9%
0.11%
+16.0%
Q4 2019$350,000
+0.6%
3,4710.0%0.09%
-12.1%
Q3 2019$348,000
-0.3%
3,4710.0%0.11%
-6.1%
Q2 2019$349,000
-2.2%
3,471
-3.1%
0.11%
-10.2%
Q1 2019$357,000
+2.0%
3,581
+0.2%
0.13%
-19.6%
Q4 2018$350,000
-27.1%
3,574
-26.6%
0.16%
-19.4%
Q3 2018$480,000
-0.6%
4,8690.0%0.20%
-27.1%
Q2 2018$483,000
-8.0%
4,869
-7.4%
0.27%
-7.9%
Q1 2018$525,0000.0%5,2590.0%0.29%
-10.4%
Q4 2017$525,0005,2590.33%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders