Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$267,606
-19.6%
2,696
-21.4%
0.11%
-23.4%
Q4 2022$333,005
-91.3%
3,432
-91.4%
0.14%
-92.0%
Q3 2022$3,845,000
-14.3%
40,006
-9.6%
1.76%
-9.4%
Q2 2022$4,489,000
+20.7%
44,262
+28.5%
1.94%
+37.6%
Q1 2022$3,718,000
+40.4%
34,433
+37.7%
1.41%
+46.7%
Q4 2021$2,648,000
+71.9%
25,010
+71.5%
0.96%
+70.8%
Q3 2021$1,540,000
+41.8%
14,587
+42.7%
0.56%
+33.2%
Q2 2021$1,086,000
+77.7%
10,222
+76.9%
0.42%
+66.8%
Q1 2021$611,000
+1.3%
5,7800.0%0.25%
-8.7%
Q4 2020$603,000
-0.5%
5,780
-0.8%
0.28%
-17.1%
Q3 2020$606,000
+200.0%
5,826
+195.0%
0.33%
+198.2%
Q2 2020$202,000
-82.7%
1,975
-83.5%
0.11%
-85.3%
Q4 2018$1,170,00011,9380.76%
Other shareholders
ISHARES TR shareholders Q2 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 Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders