Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,535,302
+23.2%
15,840
+24.1%
0.01%
+20.0%
Q2 2023$1,245,750
+171490.9%
12,763
+74.1%
0.01%
+66.7%
Q1 2023$726
-19.5%
7,330
-21.3%
0.00%
-40.0%
Q4 2022$902
-99.9%
9,312
-17.1%
0.01%
-16.7%
Q3 2022$1,078,000
+74.4%
11,232
+84.2%
0.01%
+100.0%
Q2 2022$618,000
-33.0%
6,099
-30.7%
0.00%
-25.0%
Q1 2022$923,000
-10.0%
8,805
-9.3%
0.00%
-20.0%
Q4 2021$1,026,000
-6.2%
9,704
-6.4%
0.01%
-16.7%
Q3 2021$1,094,000
+80.2%
10,362
+81.5%
0.01%
+100.0%
Q2 2021$607,000
-4.3%
5,710
-4.9%
0.00%
-25.0%
Q1 2021$634,000
+6.4%
6,004
+5.1%
0.00%
-20.0%
Q4 2020$596,000
+0.3%
5,7100.0%0.01%
-16.7%
Q3 2020$594,000
+1.5%
5,7100.0%0.01%0.0%
Q2 2020$585,000
+1.9%
5,710
-0.7%
0.01%
-25.0%
Q1 2020$574,000
-0.2%
5,749
+0.7%
0.01%
+14.3%
Q4 2019$575,000
+0.5%
5,7100.0%0.01%
-12.5%
Q3 2019$572,000
-0.3%
5,7100.0%0.01%0.0%
Q2 2019$574,000
+0.9%
5,7100.0%0.01%0.0%
Q1 2019$569,000
+1.6%
5,7100.0%0.01%
-20.0%
Q4 2018$560,000
-0.7%
5,7100.0%0.01%
+11.1%
Q3 2018$564,000
-0.9%
5,7100.0%0.01%0.0%
Q2 2018$569,000
-0.5%
5,7100.0%0.01%0.0%
Q1 2018$572,0005,7100.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders