Parcion Private Wealth LLC - 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
Parcion Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$241,236
-91.8%
2,488
-91.9%
0.03%
-92.1%
Q3 2022$2,946,000
-95.2%
30,652
-95.0%
0.33%
-94.6%
Q2 2022$62,011,000
-1.6%
609,210
+1.4%
6.12%
+3.8%
Q1 2022$63,026,000
-10.5%
600,595
-10.4%
5.90%
-7.4%
Q4 2021$70,454,000
+79.3%
670,226
+80.3%
6.36%
+82.5%
Q3 2021$39,304,000
+4.2%
371,809
+4.7%
3.49%
-7.8%
Q2 2021$37,736,000
-1.8%
354,959
-2.3%
3.78%
-13.1%
Q1 2021$38,429,000
+17.6%
363,497
+16.2%
4.35%
+0.6%
Q4 2020$32,670,000
-2.1%
312,843
-3.0%
4.32%
-15.3%
Q3 2020$33,377,000
+7.7%
322,390
+6.7%
5.10%
-2.7%
Q2 2020$30,985,000
+53.9%
302,030
+49.9%
5.24%
-5.6%
Q1 2020$20,133,000
+31.3%
201,527
+32.4%
5.55%
+65.9%
Q4 2019$15,329,000152,2133.35%
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