Verdence Capital Advisors 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
Verdence Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$291,632
+13.7%
3,009
+14.5%
0.03%
+6.7%
Q2 2023$256,590
-1.2%
2,629
+0.5%
0.03%
-3.2%
Q1 2023$259,685
-1.4%
2,617
-3.6%
0.03%
-3.1%
Q4 2022$263,343
+1.3%
2,716
+0.2%
0.03%
-11.1%
Q3 2022$260,0002,7100.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,379,875$132,620,00038.53%
Johnson Midwest Financial, LLC 5,826$5,625,00021.48%
KEATING INVESTMENT COUNSELORS INC 489,665$47,062,00021.08%
GoalFusion Wealth Management, LLC 179,838$17,284,00016.35%
Deane Retirement Strategies, Inc. 268,536$25,814,00015.84%
Walker Financial Services, Inc. 174,407$16,762,20915.66%
San Luis Wealth Advisors LLC 131,437$12,632,00013.23%
M. Kulyk & Associates, LLC 381,491$36,665,00012.75%
New Capital Management LP 223,828$21,512,00011.80%
Wilshire Advisors LLC 201,505$19,367,00011.09%
View complete list of ISHARES TR shareholders