Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,371,672
+0.4%
13,787
+0.3%
0.08%
+7.6%
Q1 2024$1,366,871
-28.8%
13,747
-29.4%
0.08%
-36.8%
Q4 2023$1,918,883
-18.6%
19,463
-20.0%
0.12%
-26.5%
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 Q1 2023
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 Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders