Kohmann Bosshard Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kohmann Bosshard Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$773,034
-22.1%
7,976
-21.6%
0.13%
-22.2%
Q2 2023$992,494
-17.7%
10,169
-16.3%
0.17%
-24.3%
Q1 2023$1,205,744
+0.6%
12,151
-1.7%
0.23%
-5.4%
Q4 2022$1,198,232
+7.5%
12,358
+6.5%
0.24%
-3.2%
Q3 2022$1,115,000
+62.1%
11,604
+71.0%
0.25%
+62.5%
Q2 2022$688,000
-3.4%
6,784
+0.0%
0.15%
+8.6%
Q1 2022$712,000
+3.3%
6,782
+4.6%
0.14%
+1.4%
Q4 2021$689,000
+2.5%
6,486
+2.0%
0.14%
-6.1%
Q3 2021$672,000
-0.6%
6,3580.0%0.15%
-5.2%
Q2 2021$676,000
-4.1%
6,358
-4.6%
0.16%
-18.0%
Q1 2021$705,000
+1.3%
6,6670.0%0.19%
-12.9%
Q4 2020$696,000
-2.0%
6,667
-2.3%
0.22%
-15.6%
Q3 2020$710,000
-0.3%
6,826
-1.8%
0.26%
-2.7%
Q2 2020$712,000
+3.3%
6,952
+0.8%
0.26%
-12.9%
Q1 2020$689,000
-1.7%
6,898
-0.9%
0.30%
+17.4%
Q4 2019$701,000
+0.4%
6,960
-0.1%
0.26%
-5.8%
Q3 2019$698,000
+0.3%
6,969
+0.7%
0.27%
-5.8%
Q2 2019$696,000
+1.0%
6,922
+0.1%
0.29%
-10.7%
Q1 2019$689,000
+1.6%
6,9150.0%0.33%
-11.2%
Q4 2018$678,0006,9150.37%
Other shareholders
ISHARES TR shareholders Q3 2023
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