Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$10,338,000
+8.0%
101,921
+11.7%
4.03%
+11.1%
Q1 2022$9,573,000
+0.5%
91,223
+1.4%
3.63%
-5.8%
Q4 2021$9,527,000
+6.0%
89,983
+5.7%
3.85%
-5.4%
Q3 2021$8,990,000
+45.9%
85,104
+46.9%
4.07%
+36.9%
Q2 2021$6,160,00057,9452.98%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders