Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,358,716
+0.6%
24,337
+1.3%
0.17%
+1.8%
Q2 2023$2,344,316
+14.2%
24,020
+13.5%
0.17%
+13.6%
Q1 2023$2,052,179
-5.5%
21,165
-5.5%
0.15%
-9.3%
Q4 2022$2,172,462
-0.5%
22,406
-2.3%
0.16%
-10.0%
Q3 2022$2,184,000
-11.8%
22,926
-6.0%
0.18%
-10.4%
Q2 2022$2,476,000
-33.5%
24,402
-31.2%
0.20%
-18.0%
Q1 2022$3,724,000
+48.0%
35,488
+49.3%
0.24%
+54.1%
Q4 2021$2,517,000
+434.4%
23,772
+432.9%
0.16%
+396.9%
Q3 2021$471,000
+29.8%
4,461
+30.6%
0.03%
+33.3%
Q2 2021$363,0003,4170.02%
Other shareholders
ISHARES TR shareholders Q3 2022
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