L. Roy Papp & Associates, LLP - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
L. Roy Papp & Associates, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$911,048
-0.7%
9,4000.0%0.12%
+4.2%
Q2 2023$917,440
-1.6%
9,4000.0%0.12%
-6.3%
Q1 2023$932,762
+2.3%
9,4000.0%0.13%
-1.6%
Q4 2022$911,424
+0.9%
9,4000.0%0.13%
-6.6%
Q3 2022$903,000
-5.2%
9,4000.0%0.14%
-0.7%
Q2 2022$953,000
-3.3%
9,4000.0%0.14%
+12.2%
Q1 2022$986,000
-0.9%
9,4000.0%0.12%
+7.9%
Q4 2021$995,000
+0.2%
9,4000.0%0.11%
-9.5%
Q3 2021$993,000
+96.6%
9,400
+97.9%
0.13%
+96.9%
Q2 2021$505,000
+0.6%
4,7500.0%0.06%
-11.1%
Q1 2021$502,0004,7500.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders