Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,021,773
-12.1%
82,767
-11.5%
0.17%
-10.8%
Q2 2023$9,125,233
-2.6%
93,496
-1.0%
0.19%
-7.9%
Q1 2023$9,368,662
+3.2%
94,414
+0.9%
0.20%
-3.3%
Q4 2022$9,077,051
-6.4%
93,616
-7.2%
0.21%
+7.2%
Q3 2022$9,695,000
+5.6%
100,875
+11.4%
0.20%
+9.6%
Q2 2022$9,182,000
+4.9%
90,521
+8.5%
0.18%
+15.6%
Q1 2022$8,754,000
+26.6%
83,414
+27.7%
0.15%
+29.4%
Q4 2021$6,915,000
+14.7%
65,310
+14.4%
0.12%
+8.2%
Q3 2021$6,029,000
+23.7%
57,074
+24.5%
0.11%
+23.6%
Q2 2021$4,874,000
+11.3%
45,843
+10.7%
0.09%
+6.0%
Q1 2021$4,380,000
+35.6%
41,429
+33.9%
0.08%
+27.3%
Q4 2020$3,231,000
+135.3%
30,943
+134.6%
0.07%
+112.9%
Q3 2020$1,373,000
+1.6%
13,191
-0.0%
0.03%
-3.1%
Q2 2020$1,351,000
+16.7%
13,192
+13.8%
0.03%
+6.7%
Q1 2020$1,158,00011,5960.03%
Other shareholders
ISHARES TR shareholders Q3 2023
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