TRUEWEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 244 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
TRUEWEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$58,000
+1.8%
5690.0%0.02%
-14.3%
Q1 2020$57,0000.0%5690.0%0.03%
+21.7%
Q4 2019$57,0000.0%569
+0.2%
0.02%
-8.0%
Q3 2019$57,0000.0%568
+0.5%
0.02%0.0%
Q2 2019$57,000
+1.8%
565
+0.5%
0.02%
-3.8%
Q1 2019$56,000
+1.8%
5620.0%0.03%
-7.1%
Q4 2018$55,0000.0%562
+0.4%
0.03%
+12.0%
Q3 2018$55,0000.0%560
+0.7%
0.02%
-3.8%
Q2 2018$55,0000.0%556
+0.7%
0.03%
-7.1%
Q1 2018$55,000
-35.3%
552
-35.5%
0.03%
-30.0%
Q4 2017$85,0008560.04%
Other shareholders
ISHARES TR shareholders Q2 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