ELEMENT POINTE ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
ELEMENT POINTE ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,017,660
-0.7%
10,5000.0%0.26%
-1.1%
Q2 2023$1,024,800
-1.6%
10,5000.0%0.26%
-6.0%
Q1 2023$1,041,915
+2.3%
10,5000.0%0.28%
-10.8%
Q4 2022$1,018,080
-4.4%
10,5000.0%0.32%
-28.7%
Q2 2022$1,065,000
-3.4%
10,5000.0%0.44%
+19.1%
Q1 2022$1,102,000
-52.6%
10,500
-52.2%
0.37%
-48.3%
Q4 2021$2,327,000
-12.8%
21,981
-13.0%
0.72%
-20.3%
Q3 2021$2,668,000
+3.6%
25,255
+4.3%
0.90%
+15.7%
Q2 2021$2,576,000
+4.9%
24,220
+4.3%
0.78%
-5.5%
Q1 2021$2,455,000
-99.8%
23,225
+60.6%
0.82%
+47.1%
Q4 2020$1,510,057,000
+102975.6%
14,460
+2.7%
0.56%
-14.4%
Q3 2020$1,465,000
+36.3%
14,085
+34.1%
0.65%
+17.0%
Q2 2020$1,075,000
-83.0%
10,500
-83.5%
0.56%
-85.5%
Q1 2020$6,338,000
+154.7%
63,446
+156.8%
3.85%
+194.9%
Q4 2019$2,488,000
+7.4%
24,706
+6.9%
1.30%
-2.7%
Q3 2019$2,316,000
+1.4%
23,116
+1.7%
1.34%
+4.4%
Q2 2019$2,285,000
+0.9%
22,7210.0%1.28%
-5.2%
Q1 2019$2,265,000
+0.8%
22,721
-0.9%
1.35%
-4.7%
Q4 2018$2,247,00022,9211.42%
Other shareholders
ISHARES TR shareholders Q1 2023
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