Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,186,390
+12.7%
12,240
+13.5%
1.05%
+16.0%
Q2 2023$1,052,338
-2.8%
10,782
-1.2%
0.91%
+33.2%
Q1 2023$1,082,813
+14.2%
10,912
+11.6%
0.68%
+10.0%
Q4 2022$948,000
+63.2%
9,774
+61.6%
0.62%
+46.8%
Q3 2022$581,000
+0.9%
6,050
+6.5%
0.42%
+8.5%
Q2 2022$576,000
-3.0%
5,682
+0.4%
0.39%
+14.8%
Q1 2022$594,000
+1.0%
5,657
+1.8%
0.34%
+5.6%
Q4 2021$588,000
+0.2%
5,557
+0.0%
0.32%
-8.8%
Q3 2021$587,000
-4.1%
5,556
-3.4%
0.35%
-5.4%
Q2 2021$612,000
+1.3%
5,753
+0.6%
0.37%
-6.8%
Q1 2021$604,000
+1.2%
5,7170.0%0.40%
-7.0%
Q4 2020$597,000
-1.3%
5,717
-1.7%
0.43%
-11.4%
Q3 2020$605,000
+5.2%
5,818
+3.6%
0.48%
-4.5%
Q2 2020$575,000
+3.4%
5,618
+0.9%
0.51%
-10.0%
Q1 2020$556,000
+70.6%
5,568
+72.0%
0.56%
+93.8%
Q4 2019$326,000
+6.9%
3,238
+6.5%
0.29%
+1.0%
Q3 2019$305,000
+41.2%
3,041
+40.1%
0.29%
+21.6%
Q1 2019$216,0002,1700.24%
Other shareholders
ISHARES TR shareholders Q4 2020
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