Tradewinds Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Tradewinds Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$484,600
-82.0%
5,000
-81.9%
0.17%
-80.2%
Q2 2023$2,695,127
-1.6%
27,6140.0%0.84%
-2.4%
Q1 2023$2,740,138
+2.3%
27,6140.0%0.86%
-30.9%
Q4 2022$2,677,453
+0.9%
27,6140.0%1.25%
+14.6%
Q3 2022$2,654,00027,6141.09%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,379,875$132,620,00038.53%
Johnson Midwest Financial, LLC 5,826$5,625,00021.48%
KEATING INVESTMENT COUNSELORS INC 489,665$47,062,00021.08%
GoalFusion Wealth Management, LLC 179,838$17,284,00016.35%
Deane Retirement Strategies, Inc. 268,536$25,814,00015.84%
Walker Financial Services, Inc. 174,407$16,762,20915.66%
San Luis Wealth Advisors LLC 131,437$12,632,00013.23%
M. Kulyk & Associates, LLC 381,491$36,665,00012.75%
New Capital Management LP 223,828$21,512,00011.80%
Wilshire Advisors LLC 201,505$19,367,00011.09%
View complete list of ISHARES TR shareholders