LWM Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 595 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38,575
-90.8%
398
-90.6%
0.04%
-90.9%
Q1 2023$421,192
+63.8%
4,245
+60.1%
0.45%
+58.5%
Q4 2022$257,060
+23.0%
2,651
+22.0%
0.28%
+19.8%
Q3 2022$209,000
-56.8%
2,173
-54.5%
0.24%
-59.1%
Q2 2022$484,0004,7710.58%
Other shareholders
ISHARES TR shareholders Q2 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