Passive Capital Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Passive Capital Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$614,730
+14.7%
6,195
+12.1%
0.27%
+9.8%
Q4 2022$535,995
-24.9%
5,528
-25.6%
0.24%
-35.3%
Q3 2022$713,905
+56.5%
7,428
+65.2%
0.38%
+62.5%
Q2 2022$456,131
-3.3%
4,4970.0%0.23%
-8.3%
Q1 2022$471,915
-0.1%
4,497
+0.8%
0.25%
-5.6%
Q4 2021$472,5424,4630.27%
Other shareholders
ISHARES TR shareholders Q1 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