WNY Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
WNY Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,050,407
-21.0%
10,838
-20.5%
0.20%
-27.6%
Q2 2023$1,329,886
-42.9%
13,626
-42.0%
0.28%
-48.9%
Q1 2023$2,329,921
-19.0%
23,480
-20.9%
0.55%
-28.8%
Q4 2022$2,876,900
-21.9%
29,671
-22.6%
0.78%
-41.9%
Q3 2022$3,684,000
-84.6%
38,323
-83.8%
1.34%
-83.5%
Q2 2022$23,960,000
+3.1%
236,042
+6.6%
8.12%
+13.2%
Q1 2022$23,231,000221,4647.17%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders