JEPPSON WEALTH MANAGEMENT, 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
JEPPSON WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,642,894
-4.8%
212,989
-4.2%
9.46%
+0.2%
Q2 2023$21,690,526
-6.4%
222,239
-4.9%
9.44%
-6.5%
Q1 2023$23,178,739
-14.4%
233,586
-16.3%
10.09%
-11.3%
Q4 2022$27,070,068
+74.5%
279,188
+73.0%
11.38%
+61.9%
Q3 2022$15,514,000
-13.3%
161,415
-8.5%
7.03%
-8.6%
Q2 2022$17,891,000
+144.2%
176,386
+152.6%
7.69%
+125.0%
Q1 2022$7,327,00069,8243.42%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders