Vestmark Advisory Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Vestmark Advisory Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$240,974
-31.5%
2,469
-30.4%
0.01%
-40.0%
Q1 2023$351,969
-14.7%
3,547
-16.6%
0.02%
-25.0%
Q4 2022$412,565
-27.7%
4,255
-28.4%
0.02%
-37.5%
Q3 2022$571,000
-4.4%
5,945
+1.0%
0.03%
-5.9%
Q2 2022$597,000
+59.6%
5,884
+66.5%
0.03%
+61.9%
Q4 2021$374,000
-85.6%
3,534
-85.8%
0.02%
-94.0%
Q3 2020$2,595,000
+36.9%
24,940
+34.7%
0.35%
+19.1%
Q2 2020$1,896,000
+37.1%
18,516
+33.8%
0.29%
+8.5%
Q1 2020$1,383,000
-21.5%
13,840
-48.5%
0.27%
-25.2%
Q4 2019$1,761,000
+69.0%
26,848
+158.1%
0.36%
+113.6%
Q3 2019$1,042,000
+7.3%
10,401
+7.7%
0.17%
+1.8%
Q2 2019$971,000
+19.1%
9,655
+18.1%
0.17%
+14.5%
Q1 2019$815,0008,1780.14%
Other shareholders
ISHARES TR shareholders Q4 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