ProVise Management Group, 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
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,140,955
-2.1%
156,221
-1.4%
1.41%
+0.4%
Q2 2023$15,462,349
-0.5%
158,426
+1.2%
1.40%
-5.6%
Q1 2023$15,533,464
+7.6%
156,540
+5.2%
1.48%
+1.6%
Q4 2022$14,430,654
-3.0%
148,831
-3.8%
1.46%
-12.0%
Q3 2022$14,872,000
+4.3%
154,743
+10.1%
1.66%
+9.3%
Q2 2022$14,254,000
+3.4%
140,532
+7.0%
1.52%
+16.8%
Q1 2022$13,780,000
+1759.6%
131,316
+1777.3%
1.30%
+1841.8%
Q4 2021$741,0006,9950.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders