ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 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 Q3 2022
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders