SCHMIDT P J INVESTMENT MANAGEMENT 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
SCHMIDT P J INVESTMENT MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$894,473
-60.3%
9,223
-60.2%
0.19%
-57.1%
Q2 2023$2,255,907
-52.0%
23,176
-51.1%
0.45%
-54.4%
Q1 2023$4,697,891
-22.0%
47,429
-23.7%
0.98%
-28.0%
Q4 2022$6,023,499
-23.3%
62,124
-23.2%
1.36%
-27.8%
Q3 2022$7,854,000
-6.9%
80,875
-2.9%
1.89%
+2.6%
Q2 2022$8,440,000
+320.7%
83,313
+332.9%
1.84%
+313.9%
Q1 2022$2,006,000
+17.0%
19,247
+17.9%
0.44%
+30.1%
Q4 2021$1,715,000
+253.6%
16,319
+257.3%
0.34%
+260.0%
Q3 2021$485,000
-0.4%
4,567
+0.2%
0.10%
-2.1%
Q2 2021$487,000
-3.4%
4,559
-3.8%
0.10%
-7.6%
Q1 2021$504,000
+1.4%
4,740
+0.0%
0.10%
-6.2%
Q4 2020$497,000
+3.5%
4,738
+2.3%
0.11%
-4.3%
Q3 2020$480,0004,6310.12%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders