Wallace Advisory Group, 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
Wallace Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,536,526
-6.7%
25,989
-5.2%
1.82%
-12.0%
Q2 2023$2,719,2990.0%27,4040.0%2.07%0.0%
Q1 2023$2,719,299
+4.1%
27,404
+1.7%
2.07%
+0.3%
Q4 2022$2,613,16926,9512.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders