Bradley & Co. Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

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 Q2 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders