ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GoalFusion Wealth Management, LLC | 183,951 | $18,135,729 | 12.36% |
Parkside Advisors LLC | 164,647 | $16,232,592 | 4.50% |
Martin Capital Partners, LLC | 36,118 | $3,561 | 1.45% |
VERITY Wealth Advisors | 13,841 | $1,364,584 | 1.17% |
Pure Financial Advisors, LLC | 307,068 | $30,273,796 | 1.04% |
Selective Wealth Management, Inc. | 13,820 | $1,360,884 | 0.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 14,754 | $1,455 | 0.53% |
Curbstone Financial Management Corp | 22,300 | $2,198,557 | 0.50% |
FC Advisory LLC | 4,372 | $431,077 | 0.17% |
Horizons Wealth Management | 1,865 | $183,872 | 0.12% |
GoalVest Advisory LLC | 1,676 | $165,237 | 0.07% |
CGN Advisors LLC | 2,861 | $282,106 | 0.04% |
Apella Capital, LLC | 3,682 | $362,567 | 0.02% |
M&R CAPITAL MANAGEMENT INC | 150 | $14,789 | 0.00% |
Pacifica Partners Inc. | 41 | $4,007 | 0.00% |
TOMPKINS FINANCIAL CORP | 131 | $12,915 | 0.00% |
Bartlett & Co. LLC | 245 | $24 | 0.00% |
External links
This page lists ISHARES TR's shareholders in Q4 2023. To view ISHARES TR's shareholder history, click here.