Henrickson Nauta Wealth Advisors, Inc. - 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
Henrickson Nauta Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$719,729
-2.0%
7,426
-1.3%
0.44%
-11.8%
Q2 2023$734,539
+5.7%
7,526
+7.5%
0.50%
-0.2%
Q1 2023$694,810
+1.1%
7,002
-1.2%
0.50%
-8.4%
Q4 2022$687,157
+2.1%
7,087
+1.3%
0.55%
-15.0%
Q3 2022$673,000
-2.3%
6,997
+3.0%
0.64%
+1.9%
Q2 2022$689,000
+73.6%
6,792
+79.4%
0.63%
+90.9%
Q1 2022$397,000
-13.3%
3,785
-13.1%
0.33%
-11.5%
Q4 2021$458,0004,3570.37%
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