Level Financial Advisors - 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
Level Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$84,030
+119.1%
867
+120.6%
0.05%
+123.8%
Q2 2023$38,357
-1.6%
3930.0%0.02%
-8.7%
Q1 2023$38,997
+225.0%
393
+222.1%
0.02%
+187.5%
Q4 2022$12,000122
+3966.7%
0.01%
Q3 2022$0
-100.0%
3
-97.5%
0.00%
-100.0%
Q2 2022$12,000119
+5850.0%
0.01%
Q1 2022$0
-100.0%
2
-96.4%
0.00%
-100.0%
Q4 2021$6,000560.01%
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