Bradley & Co. Private Wealth Management, 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
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$50,398
-0.7%
5200.0%0.05%
+6.0%
Q2 2023$50,752
-1.6%
5200.0%0.05%
-12.3%
Q1 2023$51,600
-76.9%
520
-77.4%
0.06%
-79.0%
Q4 2022$223,493
-90.6%
2,305
-90.7%
0.27%
-90.4%
Q3 2022$2,373,000
+23.8%
24,690
+30.6%
2.83%
+33.9%
Q2 2022$1,917,000
+196.7%
18,900
+206.8%
2.11%
+280.5%
Q1 2022$646,000
+1368.2%
6,160
+1366.7%
0.56%
+1485.7%
Q4 2021$44,000
+41.9%
420
+44.8%
0.04%
+20.7%
Q1 2021$31,0002900.03%
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