Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 367 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,618,287
+12.0%
16,266
+11.9%
1.13%
+14.6%
Q1 2024$1,444,908
+6.3%
14,532
+5.5%
0.99%
-2.9%
Q4 2023$1,358,660
+14.5%
13,780
+12.6%
1.02%
-3.4%
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 Q2 2021
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders