Morton Brown Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Morton Brown Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,166,704
-1.5%
42,991
-0.8%
2.13%
-5.7%
Q2 2023$4,228,320
+7.0%
43,323
+8.8%
2.26%
-4.2%
Q1 2023$3,952,802
+12.8%
39,835
+10.2%
2.36%
-1.4%
Q4 2022$3,505,274
-0.2%
36,152
-1.1%
2.39%
-14.6%
Q3 2022$3,512,000
-7.9%
36,539
-2.8%
2.80%
-5.3%
Q2 2022$3,815,000
-3.3%
37,609
+0.1%
2.96%
-0.8%
Q1 2022$3,944,000
+2.7%
37,580
+3.6%
2.98%
+1.3%
Q4 2021$3,840,00036,2682.94%
Other shareholders
ISHARES TR shareholders Q1 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