LWS Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,117,000
+1.3%
176,611
+2.0%
7.49%
+5.1%
Q2 2023$16,895,000
-0.7%
173,103
+1.0%
7.12%
+2.1%
Q1 2023$17,015,000
+4.8%
171,471
+2.4%
6.98%
+2.6%
Q4 2022$16,236,246
+0.3%
167,453
-0.6%
6.80%
+9.7%
Q3 2022$16,193,000
-6.3%
168,484
-1.1%
6.20%
-23.8%
Q2 2022$17,287,000
-3.1%
170,429
+0.3%
8.14%
+7.2%
Q1 2022$17,833,000
-1.4%
169,932
-0.5%
7.60%
+2.7%
Q4 2021$18,091,000
+3.1%
170,867
+2.9%
7.40%
-3.8%
Q3 2021$17,548,000
+4.1%
166,127
+4.8%
7.69%
+2.8%
Q2 2021$16,852,000
+25.8%
158,520
+25.1%
7.49%
+23.2%
Q1 2021$13,397,000
+30.8%
126,725
+29.2%
6.08%
+32.0%
Q4 2020$10,245,000
+5.5%
98,103
+5.1%
4.60%
-3.5%
Q3 2020$9,712,000
+3.2%
93,338
+1.6%
4.77%
-3.2%
Q2 2020$9,408,000
-4.1%
91,884
-8.1%
4.93%
-22.8%
Q1 2020$9,806,000
-8.7%
99,953
-6.3%
6.38%
+15.4%
Q4 2019$10,741,000106,6495.53%
Other shareholders
ISHARES TR shareholders Q1 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