PBMares Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 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
PBMares Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$674,320
-13.4%
6,957
-12.8%
0.24%
-12.6%
Q2 2023$778,538
-13.6%
7,977
-12.2%
0.28%
-17.0%
Q1 2023$901,388
-19.0%
9,084
-20.9%
0.34%
-25.6%
Q4 2022$1,112,890
-3.8%
11,478
-4.7%
0.45%
-10.7%
Q3 2022$1,157,000
-4.1%
12,043
+1.3%
0.50%
-2.5%
Q2 2022$1,206,000
-5.8%
11,890
-2.5%
0.52%
-34.4%
Q1 2022$1,280,000
-4.5%
12,196
-3.7%
0.79%
+39.0%
Q4 2021$1,341,000
+10.9%
12,664
+10.6%
0.57%
-1.6%
Q3 2021$1,209,000
+18.5%
11,448
+19.3%
0.58%
+3.6%
Q2 2021$1,020,000
+2.9%
9,595
+2.4%
0.56%
-31.3%
Q1 2021$991,000
+0.6%
9,372
-0.6%
0.81%
-28.5%
Q4 2020$985,000
-0.3%
9,432
-0.7%
1.13%
-22.1%
Q3 2020$988,000
-16.6%
9,496
-17.9%
1.45%
-18.4%
Q2 2020$1,184,000
+0.9%
11,568
-1.6%
1.78%
-3.7%
Q1 2020$1,174,000
-17.4%
11,756
-16.7%
1.85%
+9.2%
Q4 2019$1,422,00014,1151.69%
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