Octavia Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Octavia Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$291,342
-1.8%
3,006
-1.2%
0.06%
-1.7%
Q2 2023$296,802
+18.3%
3,041
+20.2%
0.06%
+7.1%
Q1 2023$250,953
-45.6%
2,529
-46.9%
0.06%
-50.9%
Q4 2022$461,627
-1.6%
4,761
-2.5%
0.11%
-10.2%
Q3 2022$469,000
-7.9%
4,883
-2.5%
0.13%
-4.5%
Q2 2022$509,000
+61.6%
5,006
+66.9%
0.13%
+90.0%
Q1 2022$315,000
-0.3%
2,999
+0.5%
0.07%
+2.9%
Q4 2021$316,000
+53.4%
2,984
+52.4%
0.07%
+28.3%
Q3 2021$206,0001,9580.05%
Other shareholders
ISHARES TR shareholders Q3 2021
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