EQUITABLE TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 265 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
EQUITABLE TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$206,000
-5.5%
2,033
-2.3%
0.02%
+7.1%
Q1 2022$218,000
+0.5%
2,081
+1.5%
0.01%
+7.7%
Q4 2021$217,000
+3.8%
2,050
+3.6%
0.01%0.0%
Q3 2021$209,000
+3.0%
1,978
+3.4%
0.01%0.0%
Q2 2021$203,000
-0.5%
1,913
-1.0%
0.01%
-13.3%
Q1 2021$204,000
+1.0%
1,933
-0.2%
0.02%0.0%
Q4 2020$202,000
-92.2%
1,937
-92.5%
0.02%
-94.7%
Q1 2020$2,592,000
+752.6%
25,947
+760.3%
0.28%
+850.0%
Q4 2019$304,000
+6.7%
3,016
+6.0%
0.03%0.0%
Q3 2019$285,000
+1.4%
2,844
+1.7%
0.03%0.0%
Q2 2019$281,000
+17.1%
2,796
+16.4%
0.03%
+7.1%
Q1 2019$240,000
+6.7%
2,403
+4.5%
0.03%
-6.7%
Q4 2018$225,0002,2990.03%
Other shareholders
ISHARES TR shareholders Q4 2019
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