Beacon Financial Advisory 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
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,233,356
-15.2%
12,726
-14.6%
0.68%
-18.4%
Q2 2023$1,455,189
-10.8%
14,910
-9.3%
0.84%
-19.5%
Q1 2023$1,631,518
-11.0%
16,442
-13.0%
1.04%
-21.0%
Q4 2022$1,832,947
-7.8%
18,904
-8.5%
1.31%
-7.3%
Q3 2022$1,987,000
-6.9%
20,670
-1.8%
1.42%
+16.6%
Q2 2022$2,134,000
+1.5%
21,040
+5.0%
1.21%
+20.8%
Q1 2022$2,103,000
-14.4%
20,040
-13.6%
1.00%
-11.4%
Q4 2021$2,457,000
+24.0%
23,206
+23.7%
1.13%
+10.1%
Q3 2021$1,982,000
+14.7%
18,759
+15.4%
1.03%
+11.0%
Q2 2021$1,728,000
+25.4%
16,256
+24.7%
0.93%
+17.8%
Q1 2021$1,378,000
+48.2%
13,034
+46.3%
0.79%
+30.2%
Q4 2020$930,000
+71.9%
8,910
+71.3%
0.60%
+28.7%
Q3 2020$541,000
+152.8%
5,201
+148.0%
0.47%
+101.7%
Q2 2020$214,000
-30.5%
2,097
-32.1%
0.23%
-40.6%
Q1 2020$308,000
+7.7%
3,090
+8.7%
0.39%
+60.0%
Q4 2019$286,0002,8430.24%
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 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