CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$485,983
-4.4%
5,003
-3.9%
0.12%
+19.8%
Q2 2023$508,187
-26.1%
5,207
-24.9%
0.10%
-30.8%
Q1 2023$687,686
-83.2%
6,930
-83.5%
0.15%
-84.2%
Q4 2022$4,083,145
-2.6%
42,112
-3.4%
0.92%
-12.8%
Q3 2022$4,191,000
+95.7%
43,607
+106.5%
1.06%
+99.2%
Q2 2022$2,142,000
+811.5%
21,121
+842.5%
0.53%
+923.1%
Q1 2022$235,0002,2410.05%
Other shareholders
ISHARES TR shareholders Q3 2023
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