Heartwood Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,798,403
+0.4%
142,369
+1.1%
2.04%
+4.4%
Q2 2023$13,746,765
+0.6%
140,848
+2.2%
1.95%
-4.3%
Q1 2023$13,670,322
+5.2%
137,764
+2.8%
2.04%
+0.1%
Q4 2022$12,989,925
-2.9%
133,972
-3.8%
2.03%
-12.3%
Q3 2022$13,382,000
-4.5%
139,241
+0.7%
2.32%
+0.5%
Q2 2022$14,019,000
-1.8%
138,211
+1.6%
2.31%
+8.5%
Q1 2022$14,274,000
+8.8%
136,018
+9.8%
2.13%
+7.9%
Q4 2021$13,115,000
-0.5%
123,870
-0.8%
1.97%
-4.0%
Q3 2021$13,185,000
+2.6%
124,825
+3.2%
2.05%
+3.8%
Q2 2021$12,856,000
+2.1%
120,933
+1.5%
1.98%
-2.2%
Q1 2021$12,591,000
+103.5%
119,102
+101.0%
2.02%
+102.4%
Q4 2020$6,188,000
+3.6%
59,259
+3.3%
1.00%
-12.5%
Q3 2020$5,972,000
+1.8%
57,388
-34.1%
1.14%
-1.7%
Q2 2020$5,869,000
+6.2%
87,027
+57.3%
1.16%
-12.4%
Q1 2020$5,527,000
+0.4%
55,323
+1.2%
1.33%
+26.0%
Q4 2019$5,505,00054,6591.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders