Financial Advocates Investment Management - 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
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 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