Orion Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 657 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,671
+0.1%
570.0%0.00%0.0%
Q1 2024$5,668
-25.3%
57
-26.0%
0.00%
-25.0%
Q4 2023$7,591
+1.7%
770.0%0.00%
-20.0%
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 Q4 2022
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 Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders