Hillcrest Wealth Advisors - NY, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Hillcrest Wealth Advisors - NY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,093,090
+9.6%
73,185
+10.4%
4.04%
+5.8%
Q2 2023$6,469,416
+10.2%
66,285
+12.1%
3.82%
+9.8%
Q1 2023$5,867,966
-20.1%
59,135
-21.9%
3.48%
-20.8%
Q4 2022$7,345,690
+17.6%
75,760
+16.6%
4.39%
+10.8%
Q3 2022$6,244,000
+28.4%
64,970
+35.5%
3.96%
+34.3%
Q2 2022$4,863,000
+6.9%
47,945
+6.9%
2.95%
+17.1%
Q1 2022$4,549,000
-2.7%
44,845
+1.5%
2.52%
+0.2%
Q4 2021$4,677,000
+14.7%
44,170
+14.4%
2.52%
+4.0%
Q3 2021$4,077,000
+1.6%
38,595
+2.3%
2.42%
-0.5%
Q2 2021$4,013,000
+0.8%
37,745
+0.2%
2.43%
+0.1%
Q1 2021$3,982,000
+2.9%
37,670
+1.7%
2.43%
-6.2%
Q4 2020$3,869,000
+0.8%
37,045
+0.4%
2.59%
-5.2%
Q3 2020$3,839,000
+1.9%
36,895
+0.3%
2.73%
-16.3%
Q2 2020$3,767,000
+2.5%
36,7950.0%3.26%
-11.0%
Q1 2020$3,676,000
-3.4%
36,795
-2.6%
3.66%
+15.7%
Q4 2019$3,806,000
-3.8%
37,795
-4.3%
3.17%
-6.9%
Q3 2019$3,956,000
-5.0%
39,495
-4.6%
3.40%
-3.0%
Q2 2019$4,163,000
-1.5%
41,393
-2.4%
3.51%
-5.4%
Q1 2019$4,226,000
-13.7%
42,400
-15.2%
3.71%
-18.5%
Q4 2018$4,899,00049,9804.55%
Other shareholders
ISHARES TR shareholders Q1 2022
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