Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 234 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,428
+2683.6%
56
+2700.0%
0.00%
Q2 2023$195
-50.9%
2
-50.0%
0.00%
Q1 2023$397
-94.0%
4
-94.1%
0.00%
Q4 2022$6,59368
+3300.0%
0.00%
Q3 2022$0
-100.0%
2
-93.1%
0.00%
Q2 2022$3,00029
+1350.0%
0.00%
Q1 2022$0
-100.0%
2
-98.3%
0.00%
Q3 2021$12,000
-45.5%
115
-48.0%
0.00%
-100.0%
Q1 2020$22,000
-53.2%
221
-52.9%
0.00%
-50.0%
Q4 2019$47,000
-25.4%
469
-25.8%
0.00%
-33.3%
Q3 2019$63,000
-7.4%
632
-6.5%
0.00%0.0%
Q2 2019$68,000
-97.7%
676
-97.8%
0.00%
-98.5%
Q1 2019$3,012,000
+16.7%
30,220
+14.8%
0.20%
+25.8%
Q4 2018$2,580,000
-3.0%
26,322
-1.3%
0.16%
+9.2%
Q2 2018$2,660,000
-1.8%
26,680
-1.4%
0.14%
-3.4%
Q1 2018$2,710,000
+23.2%
27,060
+22.9%
0.15%
+15.7%
Q4 2017$2,199,00022,0140.13%
Other shareholders
ISHARES TR shareholders Q1 2019
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