FirstPurpose Wealth 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
FirstPurpose Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$520,654
-32.4%
5,372
-31.9%
0.22%
-31.8%
Q2 2023$770,357
-1.0%
7,893
+0.7%
0.33%
-13.8%
Q1 2023$777,963
+21.4%
7,840
+18.6%
0.38%
+7.0%
Q4 2022$640,712
-16.2%
6,608
-17.0%
0.36%
-29.0%
Q3 2022$765,000
-6.1%
7,959
-0.9%
0.50%
-8.0%
Q2 2022$815,000
+90.0%
8,034
+96.4%
0.55%
+64.1%
Q1 2022$429,000
+21.9%
4,091
+22.9%
0.33%
+51.1%
Q4 2021$352,0003,3280.22%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,201,371$119,212,06121.01%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
KEATING INVESTMENT COUNSELORS INC 447,102$44,365,97216.77%
GoalFusion Wealth Management, LLC 170,586$16,927,24913.30%
M. Kulyk & Associates, LLC 408,575$40,542,91612.29%
Wilshire Advisors LLC 202,609$20,104,89210.76%
JEPPSON WEALTH MANAGEMENT, LLC 233,586$23,178,73910.09%
AMJ Financial Wealth Management 154,546$15,335,6009.87%
3EDGE Asset Management, LP 1,302,388$129,235,9219.73%
TIEDEMANN ADVISORS, LLC 2,111,894$209,563,2869.52%
View complete list of ISHARES TR shareholders