Echo Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 595 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Echo Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$840,114
-2.6%
8,668
-2.2%
0.90%
-2.9%
Q2 2023$862,370
-20.5%
8,863
-18.9%
0.93%
-22.1%
Q1 2023$1,084,187
-72.2%
10,926
-72.7%
1.20%
-71.2%
Q4 2022$3,901,411
+9.1%
40,035
+8.9%
4.16%
-11.6%
Q3 2022$3,575,00036,7794.70%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders