Portside Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 604 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Portside Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,819,653
-17.7%
18,290
-17.7%
0.35%
-15.2%
Q1 2024$2,210,538
-30.3%
22,232
-30.9%
0.41%
-30.8%
Q4 2023$3,172,774
-13.3%
32,182
-14.8%
0.59%
-14.2%
Q3 2023$3,660,000
-43.3%
37,780
-42.9%
0.69%
-42.5%
Q2 2023$6,452,81766,1151.20%
Other shareholders
ISHARES TR shareholders Q2 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 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