Physician Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 487 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,934,087
+3.4%
29,456
+2.9%
0.54%
-9.4%
Q1 2024$2,838,142
+4.2%
28,631
+3.8%
0.60%
-1.8%
Q4 2023$2,722,648
+6.0%
27,588
+4.0%
0.61%
-8.0%
Q3 2023$2,568,778
-1.4%
26,521
-1.1%
0.66%
+2.2%
Q2 2023$2,605,243
+26.7%
26,803
+28.7%
0.65%
+19.8%
Q1 2023$2,056,866
+119.9%
20,833
+117.8%
0.54%
+114.3%
Q4 2022$935,432
-0.6%
9,564
-1.5%
0.25%
-12.8%
Q3 2022$941,000
-2.0%
9,711
+3.0%
0.29%
+4.0%
Q2 2022$960,000
+21.7%
9,431
+23.8%
0.28%
+32.4%
Q1 2022$789,000
-8.6%
7,621
-7.2%
0.21%
-7.1%
Q4 2021$863,000
+11.8%
8,215
+12.5%
0.23%
+6.6%
Q3 2021$772,000
+7.4%
7,301
+8.1%
0.21%
+2.9%
Q2 2021$719,000
+48.6%
6,754
+47.0%
0.21%
+31.2%
Q1 2021$484,000
+102.5%
4,593
+102.1%
0.16%
+93.8%
Q4 2020$239,0002,2730.08%
Other shareholders
ISHARES TR shareholders Q4 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