Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q3 2021
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