New Potomac Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
New Potomac Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,942,686
+2.8%
30,362
+3.5%
2.03%
+7.3%
Q2 2023$2,862,316
-4.0%
29,327
-2.4%
1.89%
-8.7%
Q1 2023$2,980,870
-8.6%
30,040
-10.7%
2.07%
-14.4%
Q4 2022$3,261,734
-9.2%
33,640
-10.0%
2.42%
-20.3%
Q3 2022$3,593,000
-20.4%
37,382
-16.0%
3.03%
-16.3%
Q2 2022$4,514,000
-2.3%
44,500
+1.1%
3.62%
+11.5%
Q1 2022$4,621,000
-1.8%
44,030
-0.9%
3.25%
+6.7%
Q4 2021$4,705,000
-2.1%
44,440
-2.3%
3.05%
-8.1%
Q3 2021$4,805,000
+3.8%
45,490
+4.4%
3.32%
+5.3%
Q2 2021$4,630,000
+1.1%
43,555
+0.5%
3.15%
-6.4%
Q1 2021$4,580,000
+1.2%
43,3250.0%3.37%
+2.8%
Q4 2020$4,524,000
+58.6%
43,325
+58.1%
3.27%
+44.2%
Q3 2020$2,852,000
+99.0%
27,405
+95.8%
2.27%
+77.4%
Q2 2020$1,433,000
-6.2%
14,000
-8.5%
1.28%
-23.4%
Q1 2020$1,528,000
-5.4%
15,300
-4.7%
1.67%
+10.8%
Q4 2019$1,616,000
-8.9%
16,050
-9.3%
1.51%
-15.0%
Q3 2019$1,773,000
-9.4%
17,700
-9.0%
1.77%
-10.7%
Q2 2019$1,956,000
-25.5%
19,450
-26.2%
1.98%
-25.3%
Q1 2019$2,627,000
-6.8%
26,350
-8.4%
2.66%
-12.4%
Q4 2018$2,820,000
-24.3%
28,770
-23.7%
3.03%
-12.2%
Q3 2018$3,727,000
-0.2%
37,730
+0.7%
3.45%
-4.3%
Q2 2018$3,734,000
-1.6%
37,455
-1.1%
3.61%
-3.1%
Q1 2018$3,793,000
+7.0%
37,880
+6.7%
3.72%
+10.0%
Q4 2017$3,545,00035,4953.38%
Other shareholders
ISHARES TR shareholders Q1 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