Procyon Advisors, 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
Procyon Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$362,000
-22.3%
3,431
-21.8%
0.09%
-27.6%
Q2 2021$466,000
+131.8%
4,386
+128.2%
0.13%
+29.6%
Q4 2020$201,000
+0.5%
1,9220.0%0.10%
-11.7%
Q3 2020$200,000
+1.5%
1,9220.0%0.11%
+5.7%
Q2 2020$197,000
+2.6%
1,9220.0%0.10%
-18.0%
Q1 2020$192,0001,9220.13%
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