OBERMEYER WOOD INVESTMENT COUNSEL, LLLP - 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
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$980,540
-1.4%
10,117
-0.7%
0.07%
+1.4%
Q2 2023$994,837
+63.8%
10,193
+69.4%
0.07%
+60.0%
Q1 2023$607,288
+154.9%
6,018
+144.9%
0.04%
+150.0%
Q4 2022$238,231
+12.9%
2,457
+11.7%
0.02%
+5.9%
Q3 2022$211,000
-5.4%
2,2000.0%0.02%
+6.2%
Q2 2022$223,000
-3.5%
2,2000.0%0.02%
+14.3%
Q1 2022$231,000
-0.9%
2,2000.0%0.01%
+16.7%
Q4 2021$233,000
+0.4%
2,2000.0%0.01%
-7.7%
Q3 2021$232,000
-0.9%
2,2000.0%0.01%0.0%
Q2 2021$234,0002,2000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders