Smith & Howard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Smith & Howard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$426,060
-29.2%
4,396
-28.7%
0.15%
-29.7%
Q2 2023$601,509
-37.1%
6,163
-36.1%
0.21%
-35.8%
Q1 2023$956,379
+59.8%
9,638
+56.2%
0.33%
+44.1%
Q4 2022$598,437
-54.5%
6,172
-54.9%
0.23%
-59.2%
Q3 2022$1,315,000
-46.7%
13,685
-43.8%
0.56%
-46.3%
Q2 2022$2,469,000
-2.4%
24,341
+1.0%
1.04%
-1.8%
Q1 2022$2,530,000
-2.9%
24,110
-2.0%
1.06%
-9.8%
Q4 2021$2,605,000
-3.1%
24,608
-3.3%
1.18%
-7.2%
Q3 2021$2,689,000
-8.5%
25,455
-7.9%
1.27%
-9.1%
Q2 2021$2,939,000
-73.8%
27,647
-73.9%
1.40%
-75.2%
Q1 2021$11,218,000
+11.5%
106,108
+10.1%
5.63%
+5.0%
Q4 2020$10,064,000
+5.8%
96,366
+5.4%
5.36%
-4.4%
Q3 2020$9,512,000
+10.0%
91,410
+8.3%
5.61%
+4.4%
Q2 2020$8,644,000
+9.5%
84,424
+6.8%
5.37%
+6.7%
Q1 2020$7,897,000
+2.8%
79,045
+3.7%
5.04%
+92.5%
Q4 2019$7,680,000
+23.4%
76,255
+22.7%
2.62%
+5.4%
Q3 2019$6,224,00062,1312.48%
Other shareholders
ISHARES TR shareholders Q4 2020
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