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

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 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 Q1 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders