JEPPSON WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

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 Q3 2022
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