Blue Edge Capital, 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
Blue Edge Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$230,288
-99.9%
2,375
+0.3%
0.05%
-7.1%
Q3 2022$227,489,000
-2.4%
2,367
+3.0%
0.06%
+3.7%
Q2 2022$233,188,000
-96.4%
2,299
-96.3%
0.05%
-95.9%
Q1 2022$6,533,145,000
-2.8%
62,256
-1.9%
1.31%
+0.9%
Q4 2021$6,720,415,000
+24.7%
63,472
+24.4%
1.30%
+15.3%
Q3 2021$5,390,299,000
+8.4%
51,030
+9.1%
1.12%
+9.1%
Q2 2021$4,970,949,000
+197.8%
46,759
+196.1%
1.03%
+177.9%
Q1 2021$1,669,213,000
+72.9%
15,789
+70.7%
0.37%
+59.2%
Q4 2020$965,664,000
+5.6%
9,247
+5.2%
0.23%
-6.4%
Q3 2020$914,583,000
-47.7%
8,789
-48.6%
0.25%
-52.6%
Q2 2020$1,749,947,000
+196.8%
17,091
+189.6%
0.52%
+146.5%
Q1 2020$589,610,000
+44.7%
5,902
+45.8%
0.21%
+65.1%
Q4 2019$407,573,000
+2.9%
4,047
+2.3%
0.13%
-5.1%
Q3 2019$396,273,000
+6.5%
3,956
+6.9%
0.14%
+4.6%
Q2 2019$372,045,000
+12.7%
3,699
+11.7%
0.13%
+4.0%
Q1 2019$330,040,000
+47.6%
3,311
+45.2%
0.12%
+30.2%
Q4 2018$223,584,0002,2810.10%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders