Clearview Wealth Advisors 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
Clearview Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$45,579
-10.3%
467
-8.8%
0.05%
-9.8%
Q1 2023$50,806
-32.6%
512
-34.1%
0.05%
-12.1%
Q4 2022$75,338
-41.6%
777
-42.0%
0.06%
-43.1%
Q3 2022$129,000
-16.8%
1,339
-12.1%
0.10%
-12.1%
Q2 2022$155,000
-46.7%
1,524
-45.1%
0.12%
-39.3%
Q1 2022$291,000
-74.3%
2,775
-74.1%
0.19%
-72.4%
Q4 2021$1,133,000
+51.7%
10,698
+51.2%
0.69%
+46.1%
Q3 2021$747,000
+26.0%
7,076
+26.9%
0.47%
+29.2%
Q2 2021$593,000
+185.1%
5,575
+182.7%
0.37%
+171.1%
Q1 2021$208,0001,9720.14%
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