Kelman-Lazarov, Inc. - 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
Kelman-Lazarov, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,336,873
+0.3%
230,467
+1.0%
5.28%
-1.4%
Q2 2023$22,279,542
+2.0%
228,274
+3.7%
5.36%
-5.5%
Q1 2023$21,837,844
+3.8%
220,073
+1.4%
5.67%
-4.3%
Q4 2022$21,046,138
-13.5%
217,060
-14.2%
5.92%
-28.4%
Q3 2022$24,321,000253,0548.28%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders