Mercer Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 564 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
Mercer Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$123,697
-49.6%
1,244
-50.0%
0.20%
-38.9%
Q4 2023$245,230
+105.0%
2,488
+101.6%
0.32%
+69.6%
Q3 2023$119,619
+0.3%
1,234
+1.1%
0.19%
+10.4%
Q2 2023$119,2121,2210.17%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders