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 ↓
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