Passive Capital Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

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 2023
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