Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 244 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,360,884
-6.5%
13,820
-8.5%
0.68%
-14.4%
Q3 2023$1,456,107
-27.5%
15,097
-27.2%
0.80%
-20.2%
Q2 2023$2,007,790
-51.0%
20,727
-50.6%
1.00%
-53.7%
Q4 2022$4,093,936
-48.2%
41,920
-49.0%
2.16%
-36.1%
Q3 2022$7,898,000
+4.4%
82,179
+10.2%
3.38%
+25.7%
Q2 2022$7,564,000
+8212.1%
74,571
+8451.7%
2.69%
+8057.6%
Q1 2022$91,000
+160.0%
872
+161.1%
0.03%
+135.7%
Q4 2021$35,0000.0%3340.0%0.01%
-26.3%
Q3 2021$35,0000.0%334
+0.3%
0.02%
-32.1%
Q2 2021$35,0000.0%3330.0%0.03%
-12.5%
Q1 2021$35,0000.0%3330.0%0.03%
+39.1%
Q4 2020$35,0000.0%3330.0%0.02%
-14.8%
Q3 2020$35,000
+2.9%
3330.0%0.03%
-3.6%
Q2 2020$34,000
+3.0%
3330.0%0.03%
-46.2%
Q1 2020$33,0000.0%3330.0%0.05%
+30.0%
Q4 2019$33,000
-26.7%
333
-26.5%
0.04%
-35.5%
Q3 2019$45,0004530.06%
Other shareholders
ISHARES TR shareholders Q2 2020
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