Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$183
+5.2%
1,847
+2.8%
0.08%
-2.6%
Q4 2022$174
-99.8%
1,797
+109.0%
0.08%
+92.5%
Q3 2022$83,000
+232.0%
860
+246.8%
0.04%
+263.6%
Q2 2022$25,000
-3.8%
2480.0%0.01%0.0%
Q1 2022$26,000
+23.8%
248
+24.0%
0.01%
+37.5%
Q4 2021$21,000
-51.2%
200
-50.7%
0.01%
-55.6%
Q3 2021$43,000
-33.8%
406
-33.6%
0.02%
-35.7%
Q2 2021$65,000
+225.0%
611
+205.5%
0.03%
+75.0%
Q4 2019$20,0000.0%2000.0%0.02%
-11.1%
Q3 2019$20,0000.0%2000.0%0.02%0.0%
Q2 2019$20,0000.0%2000.0%0.02%
-10.0%
Q1 2019$20,0002000.02%
Other shareholders
ISHARES TR shareholders Q2 2022
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