Wealth Management Solutions, 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
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 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