NORTHWEST WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,424,913
+0.8%
14,702
+1.5%
0.51%0.0%
Q2 2023$1,413,587
-0.7%
14,483
+1.0%
0.51%
-5.5%
Q1 2023$1,423,075
+2.3%
14,341
-0.1%
0.54%
-8.9%
Q4 2022$1,391,684
+96.6%
14,353
+94.8%
0.60%
+90.4%
Q3 2022$708,000
-5.7%
7,369
-0.5%
0.31%
-4.0%
Q2 2022$751,000
-10.2%
7,407
-7.0%
0.33%
-20.5%
Q1 2022$836,000
+1.7%
7,963
+2.6%
0.41%
+7.3%
Q4 2021$822,000
+9.0%
7,762
+8.7%
0.38%
+2.1%
Q3 2021$754,000
+1.2%
7,141
+1.8%
0.37%
-5.1%
Q2 2021$745,000
+11.0%
7,012
+10.4%
0.39%
-6.4%
Q1 2021$671,000
+2.4%
6,351
+1.3%
0.42%
-6.9%
Q4 2020$655,000
+5.8%
6,268
+5.3%
0.45%
-12.1%
Q3 2020$619,000
+20.7%
5,950
+18.8%
0.51%
+14.7%
Q2 2020$513,000
-22.3%
5,007
-24.2%
0.45%
-32.9%
Q1 2020$660,000
-14.9%
6,603
-14.4%
0.67%
-6.0%
Q4 2019$776,000
-22.5%
7,710
-22.8%
0.71%
-13.5%
Q3 2019$1,001,000
-7.2%
9,989
-6.9%
0.82%
-5.5%
Q2 2019$1,079,000
+0.7%
10,726
-0.2%
0.87%
+7.8%
Q1 2019$1,071,000
+13.5%
10,744
+11.6%
0.81%
+1.0%
Q4 2018$944,000
+17.9%
9,626
+18.7%
0.80%
+33.2%
Q3 2018$801,000
+11.4%
8,109
+12.5%
0.60%
+11.1%
Q2 2018$719,000
+56.0%
7,211
+56.9%
0.54%
+57.9%
Q1 2018$461,000
+37.6%
4,597
+36.9%
0.34%
+25.3%
Q4 2017$335,0003,3580.27%
Other shareholders
ISHARES TR shareholders Q4 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