BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$712,071
-60.0%
7,347
-59.7%
0.12%
-37.4%
Q2 2023$1,781,395
+5.3%
18,252
+7.0%
0.19%
-1.6%
Q1 2023$1,692,368
+46.4%
17,055
+43.1%
0.19%
+33.8%
Q4 2022$1,155,860
-22.3%
11,921
-23.0%
0.14%
-30.0%
Q3 2022$1,488,000
-2.4%
15,481
+3.0%
0.20%
+1.5%
Q2 2022$1,525,000
-1.8%
15,031
+1.6%
0.20%
+16.3%
Q1 2022$1,553,000
+2.6%
14,795
+3.4%
0.17%
+5.5%
Q4 2021$1,514,000
+57.2%
14,302
+57.0%
0.16%
+28.3%
Q3 2021$963,0009,1120.13%
Other shareholders
ISHARES TR shareholders Q3 2021
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