STRATEGY ASSET MANAGERS LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
STRATEGY ASSET MANAGERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$480
-99.9%
4,952
-13.3%
0.12%
-18.1%
Q3 2022$549,000
-12.4%
5,711
-4.4%
0.15%
+9.6%
Q1 2022$627,000
-1.3%
5,973
-0.6%
0.14%
-3.5%
Q3 2021$635,000
+1.0%
6,007
+1.5%
0.14%
+6.0%
Q2 2021$629,000
+9.4%
5,920
+8.9%
0.13%
+0.8%
Q1 2021$575,000
+34.0%
5,438
+32.4%
0.13%
+29.4%
Q4 2020$429,000
+23.6%
4,107
+23.1%
0.10%
+13.3%
Q3 2020$347,0003,3350.09%
Other shareholders
ISHARES TR shareholders Q1 2022
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