Orion Capital Management 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
Orion Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,463
-8.3%
77
-6.1%
0.01%0.0%
Q1 2023$8,137
+2.3%
820.0%0.01%
-16.7%
Q4 2022$7,951
-0.6%
820.0%0.01%0.0%
Q3 2022$8,0000.0%820.0%0.01%0.0%
Q2 2022$8,000
-11.1%
820.0%0.01%
+20.0%
Q1 2022$9,000
-35.7%
82
-39.7%
0.01%
-37.5%
Q4 2021$14,0000.0%1360.0%0.01%0.0%
Q3 2021$14,000
+55.6%
136
+65.9%
0.01%
+33.3%
Q2 2021$9,0000.0%820.0%0.01%0.0%
Q1 2021$9,0000.0%820.0%0.01%
-14.3%
Q4 2020$9,000820.01%
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