Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$1,273,000
+0.5%
12,638
-0.1%
0.03%
-12.8%
Q3 2019$1,267,000
-3.6%
12,648
-3.2%
0.04%
-4.9%
Q2 2019$1,314,0000.0%13,067
-0.9%
0.04%
-19.6%
Q1 2019$1,314,000
+19.8%
13,186
+17.8%
0.05%
-21.5%
Q4 2018$1,097,00011,1960.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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