FOCUS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
FOCUS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,623,410
-0.8%
16,750
-0.1%
1.13%
+1.7%
Q2 2023$1,636,557
-2.7%
16,768
-1.1%
1.11%
+0.2%
Q1 2023$1,681,949
+1.2%
16,950
-1.1%
1.10%
-3.8%
Q4 2022$1,661,991
+0.5%
17,141
-0.4%
1.15%
-2.0%
Q3 2022$1,654,000
-5.5%
17,210
-0.3%
1.17%
-2.3%
Q2 2022$1,751,00017,2641.20%
Other shareholders
ISHARES TR shareholders Q3 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