Koss-Olinger Consulting, 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
Koss-Olinger Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$297,000
-0.7%
3,066
+0.1%
0.04%
+25.7%
Q2 2023$299,000
-17.6%
3,064
-16.3%
0.04%
-22.2%
Q1 2023$363,000
+2.3%
3,6610.0%0.04%
-11.8%
Q4 2022$355,000
-98.1%
3,661
-98.1%
0.05%
-98.4%
Q3 2022$18,348,000
-69.2%
190,902
-67.5%
3.12%
-71.3%
Q2 2022$59,650,000
+73.5%
588,089
+79.5%
10.88%
+96.7%
Q1 2022$34,377,000
+4.7%
327,584
+5.6%
5.53%
+9.3%
Q4 2021$32,837,000
+2.6%
310,129
+2.3%
5.06%
-3.0%
Q3 2021$32,011,000
+4.3%
303,045
+5.0%
5.22%
+14.5%
Q2 2021$30,682,000288,6134.55%
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