Parkside Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 595 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Parkside Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$16,232,592
+4.8%
164,647
+3.0%
4.50%
-6.6%
Q3 2023$15,490,395
+14.1%
159,827
+14.9%
4.81%
+14.4%
Q2 2023$13,577,954
+8.4%
139,118
+10.2%
4.21%
+1.4%
Q1 2023$12,525,816
+7.0%
126,228
+4.5%
4.15%
+1.2%
Q4 2022$11,708,477
-0.6%
120,756
-1.5%
4.10%
-8.7%
Q3 2022$11,777,000
+5.1%
122,539
+10.9%
4.48%
+10.8%
Q2 2022$11,207,000
+8.6%
110,488
+12.3%
4.05%
+24.0%
Q1 2022$10,324,000
+9.7%
98,378
+10.7%
3.26%
+14.4%
Q4 2021$9,410,000
+8.2%
88,876
+8.0%
2.85%
+5.2%
Q3 2021$8,695,000
+8.9%
82,315
+9.6%
2.71%
+6.6%
Q2 2021$7,988,000
+11.2%
75,136
+10.6%
2.55%
+2.8%
Q1 2021$7,181,000
+23.2%
67,922
+21.7%
2.48%
+13.4%
Q4 2020$5,827,000
+55.4%
55,798
+54.9%
2.18%
+32.4%
Q3 2020$3,749,000
+33.0%
36,031
+30.9%
1.65%
+25.8%
Q2 2020$2,819,000
+25.0%
27,532
+22.0%
1.31%
+7.1%
Q1 2020$2,255,000
+129.9%
22,568
+131.6%
1.22%
+179.0%
Q4 2019$981,0009,7430.44%
Other shareholders
ISHARES TR shareholders Q2 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