Financial Gravity Asset Management, Inc. - 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
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$180,182,085
+571362.4%
1,677,104
+2326.3%
1.98%
+2208.1%
Q2 2023$31,530
-26.9%
69,122
+2.4%
0.09%
-93.5%
Q1 2023$43,143
-73.0%
67,514
+145.5%
1.33%
+59.2%
Q4 2022$160,018
-99.6%
27,503
-6.7%
0.84%
-33.6%
Q3 2022$37,174,000
-12.3%
29,491
-51.9%
1.26%
-4.6%
Q2 2022$42,399,000
+3.8%
61,343
+104.0%
1.32%
+15.0%
Q1 2022$40,861,000
-8.6%
30,064
-37.0%
1.15%
+13.5%
Q4 2021$44,709,000
+876.8%
47,731
+11.7%
1.01%
-53.1%
Q3 2021$4,577,000
-37.5%
42,743
-37.4%
2.16%
-17.8%
Q2 2021$7,320,000
-89.2%
68,234
+7.3%
2.62%
+89.6%
Q1 2021$67,616,000
+1473.6%
63,609
+54.4%
1.38%
-64.9%
Q4 2020$4,297,000
-97.9%
41,200
+269.9%
3.94%
+513.9%
Q1 2020$207,024,000
+204874.3%
11,139
+117.9%
0.64%
+815.7%
Q4 2019$101,000
-87.5%
5,113
-36.7%
0.07%
-89.9%
Q3 2019$809,000
-24.3%
8,079
-24.0%
0.70%
-20.6%
Q2 2019$1,069,000
-22.4%
10,630
-23.1%
0.88%
-21.3%
Q1 2019$1,378,000
+1787.7%
13,832
+1756.6%
1.12%
+1367.1%
Q3 2018$73,000
+82.5%
745
+82.2%
0.08%
+100.0%
Q2 2018$40,000
-48.1%
409
-47.0%
0.04%
-51.9%
Q1 2018$77,0007710.08%
Other shareholders
ISHARES TR shareholders Q3 2023
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