StrongBox Wealth, LLC - 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
StrongBox Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$397,566
-22.7%
4,102
-22.2%
0.25%
-22.2%
Q2 2023$514,547
-21.7%
5,272
-20.4%
0.32%
-26.3%
Q1 2023$657,399
+2.3%
6,6250.0%0.44%
-2.9%
Q4 2022$642,360
+1.2%
6,625
+0.2%
0.45%
-1.3%
Q3 2022$635,000
-33.5%
6,610
-29.8%
0.46%
-25.4%
Q2 2022$955,000
-1.5%
9,420
+1.9%
0.62%
+11.6%
Q1 2022$970,0009,2450.55%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders