SVB WEALTH 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
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,313,072
-33.3%
13,548
-32.9%
0.03%
-19.4%
Q2 2023$1,969,373
-67.9%
20,178
-67.3%
0.04%
-58.1%
Q1 2023$6,128,445
+19.3%
61,760
+16.6%
0.09%
+24.6%
Q4 2022$5,137,13552,9820.07%
Other shareholders
ISHARES TR shareholders Q4 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