Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$383,000
-8.2%
3,981
-3.0%
0.17%
+0.6%
Q2 2022$417,000
-9.2%
4,103
-6.3%
0.17%
+11.8%
Q1 2022$459,000
-2.1%
4,378
-1.3%
0.15%
+10.9%
Q4 2021$469,000
-5.6%
4,434
-5.7%
0.14%
-15.3%
Q3 2021$497,000
-9.0%
4,703
-8.4%
0.16%
-6.9%
Q2 2021$546,0005,1350.18%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders