Perfromance Wealth Partners, 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
Perfromance Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,576,098
+16.2%
57,533
+16.2%
0.27%
+22.6%
Q2 2023$4,798,897
+15.2%
49,514
+18.0%
0.22%
+3.8%
Q1 2023$4,164,385
+248.4%
41,967
+240.5%
0.21%
+195.8%
Q4 2022$1,195,12912,3260.07%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders