Covestor Ltd - 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
Covestor Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$170.0%173
+3.0%
0.01%
-13.3%
Q1 2023$17
-57.5%
168
-58.4%
0.02%
-6.2%
Q4 2022$40
-99.8%
404
+111.5%
0.02%0.0%
Q3 2022$18,000
-58.1%
191
-54.7%
0.02%
-52.9%
Q2 2022$43,000
+30.3%
422
+32.7%
0.03%
+54.5%
Q1 2022$33,0003180.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders