JANICZEK WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,518
-0.7%
2,8840.0%0.07%
-3.9%
Q2 2023$281,479
-1.3%
2,8840.0%0.08%
-4.9%
Q1 2023$285,228
-0.4%
2,884
-1.7%
0.08%0.0%
Q4 2022$286,476
+0.9%
2,9340.0%0.08%
-12.9%
Q3 2022$284,000
-6.0%
2,9340.0%0.09%
+3.3%
Q2 2022$302,000
-1.9%
2,9340.0%0.09%
+5.9%
Q1 2022$308,000
-97.4%
2,934
-97.3%
0.08%
-97.6%
Q4 2021$11,666,000
+6.7%
110,180
+6.4%
3.49%
-9.8%
Q3 2021$10,937,000
+7.3%
103,537
+8.0%
3.87%
+4.5%
Q2 2021$10,189,000
+17.0%
95,841
+16.4%
3.70%
+6.6%
Q1 2021$8,705,00082,3443.47%
Other shareholders
ISHARES TR shareholders Q1 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