Apella Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Apella Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$362,567
-85.4%
3,682
-85.6%
0.02%
-88.6%
Q3 2023$2,482,024
-2.1%
25,609
-1.4%
0.18%
-3.3%
Q2 2023$2,535,355
-9.9%
25,977
-10.5%
0.18%
-29.3%
Q4 2022$2,812,90729,0110.26%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders