WNY Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 546 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
Q2 2024$263,549
-59.0%
2,649
-59.0%
0.04%
-64.3%
Q1 2024$642,218
-17.8%
6,459
-18.5%
0.10%
-25.8%
Q4 2023$781,129
-25.6%
7,923
-26.9%
0.13%
-35.6%
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 ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders