PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$409,099
+204.4%
4,221
+206.5%
0.05%
+217.6%
Q2 2023$134,395
-33.4%
1,377
-32.3%
0.02%
-39.3%
Q1 2023$201,735
+48277.7%
2,033
-52.7%
0.03%
-54.8%
Q4 2022$417
-99.9%
4,300
-28.6%
0.06%
-34.0%
Q3 2022$579,000
-38.5%
6,024
-35.0%
0.09%
-35.6%
Q2 2022$941,0009,2740.15%
Other shareholders
ISHARES TR shareholders Q4 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