TrinityPoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 265 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$1,152,000
+13.2%
11,075
+11.4%
0.32%
-0.6%
Q2 2020$1,018,000
+18.5%
9,945
+15.6%
0.32%
-5.3%
Q1 2020$859,000
-2.5%
8,602
-1.7%
0.34%
+14.5%
Q4 2019$881,000
+4.9%
8,747
+4.4%
0.30%
+1.4%
Q3 2019$840,000
+3.3%
8,379
+3.3%
0.29%
-24.9%
Q2 2019$813,0000.0%8,112
-0.5%
0.39%
-2.5%
Q1 2019$813,000
+39.9%
8,154
+37.5%
0.40%
+12.0%
Q4 2018$581,0005,9320.36%
Other shareholders
ISHARES TR shareholders Q4 2019
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