Paladin Advisory Group, 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
Paladin Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$260,424
+79.4%
2,687
+80.7%
0.22%
+88.8%
Q2 2023$145,131
-92.6%
1,487
-92.5%
0.12%
-92.9%
Q1 2023$1,964,258
+2.8%
19,795
+0.4%
1.63%
-0.1%
Q4 2022$1,910,888
-11.0%
19,708
-11.8%
1.63%
-16.5%
Q3 2022$2,146,000
-10.6%
22,337
-5.6%
1.96%
-5.2%
Q2 2022$2,401,000
+4.2%
23,672
+6.8%
2.07%
+10.2%
Q1 2022$2,304,000
+40.7%
22,170
+43.2%
1.88%
+41.0%
Q4 2021$1,638,00015,4781.33%
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