Lutz Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$762,567
+235.3%
7,868
+237.7%
0.08%
+245.8%
Q2 2023$227,408
-77.2%
2,330
-76.5%
0.02%
-86.4%
Q4 2019$997,000
+0.5%
9,905
+0.1%
0.18%
-6.8%
Q3 2019$992,000
-4.4%
9,899
-4.1%
0.19%
-6.4%
Q2 2019$1,038,000
+186.0%
10,317
+183.0%
0.20%
+174.3%
Q1 2019$363,000
-52.4%
3,646
-53.2%
0.07%
-56.5%
Q4 2018$763,0007,7840.17%
Other shareholders
ISHARES TR shareholders Q3 2023
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