Triumph Capital Management - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Triumph Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$359,847
+4.0%
3,713
+4.7%
0.16%
+3.8%
Q2 2023$346,067
-4.3%
3,546
-2.7%
0.16%
-15.1%
Q1 2023$361,670
-5.0%
3,645
-7.2%
0.18%
-9.3%
Q4 2022$380,739
+27.3%
3,927
+26.3%
0.20%
+25.2%
Q3 2022$299,000
-51.0%
3,110
-48.3%
0.16%
-49.4%
Q2 2022$610,000
-6.6%
6,017
-3.3%
0.32%
+13.8%
Q1 2022$653,0006,2240.28%
Other shareholders
ISHARES TR shareholders Q3 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 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