Ashton Thomas Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 626 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
Ashton Thomas Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,235,566
+0.7%
12,419
+0.6%
0.07%
-4.3%
Q1 2024$1,227,264
-2.1%
12,343
-3.0%
0.07%
-11.4%
Q4 2023$1,254,163
-5.2%
12,721
-6.9%
0.08%
-18.6%
Q3 2023$1,323,636
-0.1%
13,657
+0.6%
0.10%
-4.0%
Q2 2023$1,325,115
-11.9%
13,577
-10.4%
0.10%
-23.5%
Q1 2023$1,504,228
-2.4%
15,159
-4.7%
0.13%
-13.7%
Q4 2022$1,541,567
-35.0%
15,899
-35.6%
0.15%
-42.9%
Q3 2022$2,372,091
-55.2%
24,681
-52.7%
0.27%
-53.2%
Q2 2022$5,294,543
+52.6%
52,199
+57.9%
0.57%
+88.5%
Q1 2022$3,469,608
+2.7%
33,063
+3.6%
0.30%
-7.3%
Q4 2021$3,378,329
+11.5%
31,907
+11.2%
0.33%
-25.1%
Q3 2021$3,030,284
+12.2%
28,688
+12.9%
0.44%
+6.3%
Q2 2021$2,701,361
+12.8%
25,410
+12.1%
0.41%
+1.7%
Q1 2021$2,395,805
+37.3%
22,662
+35.6%
0.40%
+21.6%
Q4 2020$1,745,421
+2.6%
16,714
+2.3%
0.33%
-22.0%
Q3 2020$1,700,407
+12.8%
16,341
+11.0%
0.43%
-4.7%
Q2 2020$1,507,247
+2.4%
14,721
-0.1%
0.45%
-25.6%
Q1 2020$1,471,435
-14.0%
14,729
-13.3%
0.60%
+6.7%
Q4 2019$1,710,86116,9880.56%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders