KWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 308 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,743,171
+4.8%
131,481
+5.5%
1.60%
+6.4%
Q2 2023$12,161,936
+15.5%
124,610
+17.4%
1.51%
+6.0%
Q1 2023$10,530,685
+6.0%
106,124
+3.6%
1.42%
+0.7%
Q4 2022$9,935,006
+0.2%
102,465
-0.7%
1.41%
-7.5%
Q3 2022$9,916,000
-3.7%
103,170
+1.6%
1.52%
-1.7%
Q2 2022$10,297,000
-4.6%
101,520
-1.3%
1.55%
+4.8%
Q1 2022$10,794,000
+2.8%
102,858
+3.7%
1.48%
+4.2%
Q4 2021$10,505,000
+3.9%
99,216
+3.7%
1.42%
-3.7%
Q3 2021$10,107,000
+1.9%
95,683
+2.1%
1.48%
-0.8%
Q2 2021$9,917,000
+3.2%
93,686
+3.1%
1.49%
-2.9%
Q1 2021$9,608,000
+337.3%
90,880
+331.9%
1.53%
+289.8%
Q4 2020$2,197,000
+85.6%
21,042
+84.9%
0.39%
+64.4%
Q3 2020$1,184,000
+1.4%
11,380
-0.3%
0.24%
-5.5%
Q2 2020$1,168,000
-14.4%
11,412
-16.4%
0.25%
-30.7%
Q1 2020$1,364,000
-28.5%
13,655
-27.9%
0.36%
-12.7%
Q4 2019$1,907,000
-7.4%
18,938
-7.9%
0.42%
-15.4%
Q3 2019$2,059,000
-24.9%
20,556
-24.6%
0.49%
-25.2%
Q2 2019$2,741,000
+0.1%
27,248
-0.8%
0.66%
-2.8%
Q1 2019$2,739,000
+3.3%
27,477
+1.6%
0.68%
-6.3%
Q4 2018$2,651,000
+46.5%
27,041
+47.7%
0.72%
+56.6%
Q3 2018$1,809,000
+8.4%
18,309
+9.4%
0.46%
+1.3%
Q2 2018$1,669,000
-5.1%
16,739
-4.7%
0.46%
-11.8%
Q1 2018$1,759,000
-9.0%
17,565
-9.2%
0.52%
-11.0%
Q4 2017$1,932,000
+60.1%
19,342
+60.8%
0.58%
+46.2%
Q3 2017$1,207,000
-0.4%
12,029
-0.4%
0.40%
-7.2%
Q2 2017$1,212,000
-2.7%
12,072
-1.7%
0.43%
-10.8%
Q1 2017$1,246,000
-18.6%
12,283
-19.2%
0.48%
-27.8%
Q4 2016$1,531,000
+191.1%
15,200
+192.4%
0.67%
+160.2%
Q3 2016$526,000
-4.5%
5,199
-4.3%
0.26%
-14.1%
Q2 2016$551,000
-2.3%
5,432
-3.0%
0.30%
-10.2%
Q1 2016$564,000
+1.8%
5,5990.0%0.33%
-11.2%
Q4 2015$554,000
-1.9%
5,599
-1.6%
0.37%
-12.2%
Q3 2015$565,000
-1.1%
5,689
-0.4%
0.43%
+1.9%
Q2 2015$571,0000.0%5,7130.0%0.42%
-8.3%
Q1 2015$571,000
+0.5%
5,7130.0%0.46%
-3.8%
Q4 2014$568,0005,7130.47%
Other shareholders
ISHARES TR shareholders Q1 2021
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