Accurate Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$240,311
+0.4%
2,4130.0%0.06%
-17.1%
Q1 2024$239,442
-3.5%
2,413
-4.0%
0.07%
-9.1%
Q4 2023$248,181
+2.0%
2,5130.0%0.08%
+1.3%
Q3 2023$243,423
-24.7%
2,513
-24.5%
0.08%
-24.8%
Q2 2023$323,424
-18.6%
3,327
-17.0%
0.10%
-26.3%
Q1 2023$397,569
-40.7%
4,009
-41.9%
0.14%
-44.5%
Q4 2022$670,419
+220.8%
6,899
+217.9%
0.25%
+183.9%
Q3 2022$209,000
-42.9%
2,170
-40.0%
0.09%
-56.3%
Q2 2022$366,0003,6160.20%
Other shareholders
ISHARES TR shareholders Q1 2023
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 Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders