Haverford Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Haverford Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$219,039
-0.7%
2,2600.0%0.07%
+7.6%
Q2 2023$220,576
-7.2%
2,260
-5.6%
0.07%
-10.8%
Q1 2023$237,656
+9.8%
2,395
+7.3%
0.07%
+23.3%
Q4 2022$216,415
+0.7%
2,2320.0%0.06%
-9.1%
Q3 2022$215,0002,2320.07%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders