Wealth Management Solutions, 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
Wealth Management Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$279,819
+8.3%
2,867
+10.1%
0.18%
+22.1%
Q1 2023$258,395
+4.6%
2,604
+1.2%
0.15%
+3.5%
Q3 2022$247,000
-5.0%
2,573
+0.4%
0.14%
-1.4%
Q2 2022$260,000
-3.0%
2,563
+0.3%
0.15%
+5.0%
Q1 2022$268,000
-1.8%
2,556
-0.7%
0.14%
-0.7%
Q4 2021$273,0002,5740.14%
Other shareholders
ISHARES TR shareholders Q2 2022
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