ALTFEST L J & CO INC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,489
-26.4%
242,350
-25.9%
3.70%
-22.7%
Q2 2023$31,905
-15.7%
326,895
-14.3%
4.80%
-19.1%
Q1 2023$37,828
-21.2%
381,219
-23.0%
5.93%
-25.5%
Q4 2022$48,001
-99.9%
495,065
-1.3%
7.95%
-12.0%
Q3 2022$48,198,000
-23.6%
501,484
-19.4%
9.04%
-20.3%
Q2 2022$63,116,000
-2.7%
622,259
+0.6%
11.34%
-2.0%
Q1 2022$64,893,000
+2.9%
618,385
+3.8%
11.58%
-3.8%
Q4 2021$63,087,000
+45.8%
595,832
+45.5%
12.04%
+32.8%
Q3 2021$43,265,000
+3.1%
409,587
+3.8%
9.06%
+0.2%
Q2 2021$41,956,000
+1.3%
394,661
+0.8%
9.04%
-7.6%
Q1 2021$41,405,000
+2.9%
391,650
+1.6%
9.79%
-0.8%
Q4 2020$40,250,000
+0.7%
385,428
+0.3%
9.86%
-7.2%
Q3 2020$39,972,000
+47.5%
384,121
+45.1%
10.63%
+36.2%
Q2 2020$27,107,000
+33.4%
264,746
+30.1%
7.80%
+22.6%
Q1 2020$20,325,000
-44.7%
203,449
-44.3%
6.36%
-31.3%
Q4 2019$36,762,000
-0.0%
365,031
-0.6%
9.26%
-2.3%
Q3 2019$36,770,000
-8.2%
367,077
-7.8%
9.48%
-11.1%
Q2 2019$40,055,000
-3.8%
398,238
-4.7%
10.66%
+5.1%
Q1 2019$41,652,000
+1.5%
417,854
-0.2%
10.14%
-11.5%
Q4 2018$41,034,000
+3.7%
418,633
+4.6%
11.46%
-0.5%
Q3 2018$39,552,000
+1.2%
400,401
+2.1%
11.51%
-20.9%
Q2 2018$39,088,000
+5.9%
392,091
+6.4%
14.56%
-8.6%
Q1 2018$36,911,000
+254.3%
368,596
+253.4%
15.92%
+302.6%
Q4 2017$10,417,000104,3013.96%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders