Strategic Wealth Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Strategic Wealth Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,477,547
+3.8%
190,647
+4.5%
3.35%
+18.5%
Q2 2023$17,807,499
+20.6%
182,454
+22.6%
2.83%
+3.2%
Q1 2023$14,762,117
+20.8%
148,767
+18.8%
2.74%
-3.1%
Q4 2022$12,217,091
+19.1%
125,201
+17.3%
2.82%
-4.2%
Q3 2022$10,256,000
+4.4%
106,711
+10.2%
2.95%
+19.8%
Q2 2022$9,826,00096,8722.46%
Other shareholders
ISHARES TR shareholders Q2 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