Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,688,038
+12.3%
120,593
+13.1%
0.15%
-14.1%
Q2 2023$10,405,102
-7.0%
106,605
-5.4%
0.17%
-11.0%
Q1 2023$11,187,771
+9.4%
112,745
+6.9%
0.19%
-3.5%
Q4 2022$10,227,436
-12.9%
105,480
-13.6%
0.20%
-24.7%
Q3 2022$11,737,000
+0.9%
122,118
+6.5%
0.26%
+6.9%
Q2 2022$11,633,000
-4.2%
114,686
-0.9%
0.25%
+48.2%
Q1 2022$12,141,000
-25.2%
115,693
-24.5%
0.17%
-60.8%
Q4 2021$16,233,000
+0.4%
153,314
+0.1%
0.42%
+6.0%
Q3 2021$16,174,000
+21.1%
153,118
+21.8%
0.40%
-15.6%
Q2 2021$13,360,000
+50.6%
125,669
+49.7%
0.47%
-13.2%
Q1 2021$8,870,000
+227.1%
83,924
+223.1%
0.54%
+193.0%
Q4 2020$2,712,000
+29.9%
25,977
+29.5%
0.19%
-7.9%
Q3 2020$2,088,000
+26.9%
20,060
+24.4%
0.20%
+22.4%
Q2 2020$1,646,000
-18.8%
16,119
-20.5%
0.16%
-48.9%
Q1 2020$2,026,000
+533.1%
20,282
+535.6%
0.32%
+134.1%
Q3 2019$320,000
-77.6%
3,191
-77.6%
0.14%
-73.6%
Q2 2019$1,430,000
+503.4%
14,231
+499.2%
0.52%
+486.5%
Q1 2019$237,000
+2.6%
2,375
+0.8%
0.09%
-36.4%
Q4 2018$231,0002,3550.14%
Other shareholders
ISHARES TR shareholders Q4 2021
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