LifeGuide Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 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
LifeGuide Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,946,541
+19.4%
20,084
+20.2%
1.14%
+3.2%
Q2 2023$1,630,310
+25.9%
16,704
+28.0%
1.10%
+5.8%
Q1 2023$1,294,455
-43.1%
13,045
-44.4%
1.04%
-47.2%
Q4 2022$2,275,263
+70.2%
23,466
+68.6%
1.97%
+51.0%
Q3 2022$1,337,000
-3.6%
13,916
+1.7%
1.31%
+3.2%
Q2 2022$1,387,000
-21.3%
13,677
-18.6%
1.27%
-6.9%
Q1 2022$1,762,000
+0.2%
16,793
+1.2%
1.36%
+3.7%
Q4 2021$1,758,00016,6021.31%
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