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

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

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 2022
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