Virtue Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Virtue Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$449,0860.0%4,6340.0%0.08%
-1.3%
Q2 2023$449,086
-16.2%
4,634
-14.2%
0.08%
-12.5%
Q1 2023$536,042
+0.7%
5,400
-1.6%
0.09%
+8.6%
Q4 2022$532,277
-13.2%
5,490
-13.9%
0.08%
-15.6%
Q3 2022$613,000
-5.0%
6,373
+0.2%
0.10%
-5.0%
Q2 2022$645,000
-3.3%
6,3600.0%0.10%
-3.8%
Q1 2022$667,000
-0.9%
6,3600.0%0.10%
+6.1%
Q4 2021$673,000
+46.0%
6,360
+45.8%
0.10%
+20.7%
Q3 2021$461,0004,3610.08%
Other shareholders
ISHARES TR shareholders Q2 2022
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