180 WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
180 WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$382,092
-52.3%
3,942
-52.2%
0.09%
-51.1%
Q2 2023$801,228
-30.2%
8,243
-28.7%
0.18%
-34.1%
Q1 2023$1,147,424
-4.6%
11,563
-5.9%
0.27%
-5.7%
Q4 2022$1,203,072
-26.7%
12,288
-28.1%
0.28%
-37.4%
Q3 2022$1,642,000
-12.4%
17,089
-7.2%
0.45%
-5.6%
Q2 2022$1,875,000
-5.6%
18,417
-3.6%
0.48%
+10.6%
Q1 2022$1,986,000
-6.0%
19,102
-5.0%
0.43%
-8.6%
Q4 2021$2,112,000
-4.0%
20,102
-3.5%
0.47%
-2.3%
Q3 2021$2,201,000
-2.2%
20,822
-1.9%
0.48%
-5.8%
Q2 2021$2,250,000
-2.1%
21,225
-1.6%
0.52%
-9.6%
Q1 2021$2,299,000
-7.7%
21,560
-9.2%
0.57%
-20.7%
Q4 2020$2,491,000
+1.8%
23,751
+0.6%
0.72%
-21.7%
Q3 2020$2,448,000
+21.6%
23,605
+20.5%
0.92%
+14.8%
Q2 2020$2,013,000
+73.8%
19,591
+70.2%
0.80%
+33.1%
Q1 2020$1,158,000
+37.0%
11,510
+37.3%
0.60%
+78.3%
Q4 2019$845,000
+43.7%
8,382
+42.6%
0.34%
+29.6%
Q3 2019$588,000
+54.7%
5,880
+54.8%
0.26%
+52.0%
Q2 2019$380,000
+63.8%
3,798
+63.1%
0.17%
+62.9%
Q1 2019$232,000
-63.1%
2,328
-63.5%
0.10%
-64.3%
Q4 2018$629,000
-2.5%
6,372
-2.4%
0.29%
-1.3%
Q3 2018$645,000
-5.7%
6,528
-4.8%
0.30%
-12.1%
Q2 2018$684,000
+41.0%
6,859
+42.2%
0.34%
+34.5%
Q1 2018$485,000
+81.0%
4,822
+80.0%
0.25%
+85.3%
Q4 2017$268,0002,6790.14%
Other shareholders
ISHARES TR shareholders Q4 2023
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