WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 308 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$206,000
-1.4%
2,041
+2.0%
0.03%
+3.8%
Q1 2022$209,000
-9.9%
2,000
-8.8%
0.03%0.0%
Q4 2021$232,000
+10.0%
2,193
+9.6%
0.03%
-7.1%
Q3 2021$211,000
-1.4%
2,0000.0%0.03%
-9.7%
Q2 2021$214,000
+1.4%
2,0000.0%0.03%
-8.8%
Q1 2021$211,000
+0.5%
2,0000.0%0.03%
-5.6%
Q4 2020$210,000
+1.0%
2,0000.0%0.04%
-14.3%
Q3 2020$208,000
+2.0%
2,0000.0%0.04%
-14.3%
Q2 2020$204,000
+1.5%
2,0000.0%0.05%
+19.5%
Q4 2019$201,000
+0.5%
2,0000.0%0.04%
-8.9%
Q3 2019$200,000
-0.5%
2,0000.0%0.04%
-4.3%
Q2 2019$201,0002,0000.05%
Other shareholders
ISHARES TR shareholders Q1 2021
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