VERITY Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
VERITY Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,364,584
+94.0%
13,841
+90.7%
1.17%
+77.2%
Q3 2023$703,445
-0.7%
7,2580.0%0.66%
+4.1%
Q2 2023$708,381
-1.6%
7,2580.0%0.64%
-4.8%
Q1 2023$720,211
+2.3%
7,2580.0%0.67%
-3.2%
Q4 2022$703,736
-49.4%
7,258
-49.8%
0.69%
-51.6%
Q3 2022$1,390,000
+255.5%
14,458
+275.4%
1.43%
+275.3%
Q2 2022$391,000
-50.9%
3,851
-49.2%
0.38%
-45.9%
Q1 2022$796,000
+60.2%
7,583
+61.6%
0.70%
+70.2%
Q4 2021$497,0004,6930.41%
Other shareholders
ISHARES TR shareholders Q4 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