ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $186,850 | +2.3% | 1,883 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $182,576 | +0.9% | 1,883 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $181,000 | -5.2% | 1,883 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $191,000 | -92.2% | 1,883 | -92.0% | 0.00% | -92.3% |
| Q1 2022 | $2,459,000 | -17.6% | 23,433 | -16.9% | 0.01% | -13.3% |
| Q4 2021 | $2,984,000 | +528.2% | 28,183 | +526.3% | 0.02% | +400.0% |
| Q3 2021 | $475,000 | -0.6% | 4,500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $478,000 | – | 4,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,007,586 | $102,199,000 | 69.36% |
| Barber Financial Group, Inc. | 1,398,363 | $141,836,000 | 23.23% |
| KEATING INVESTMENT COUNSELORS INC | 394,030 | $39,967,000 | 16.86% |
| Deane Retirement Strategies, Inc. | 259,722 | $26,434,000 | 16.42% |
| GoalFusion Wealth Management, LLC | 171,947 | $17,441,000 | 16.34% |
| San Luis Wealth Advisors LLC | 137,436 | $13,940,000 | 16.01% |
| Paragon Wealth Strategies, LLC | 115,998 | $11,766,000 | 13.21% |
| Tanager Wealth Management LLP | 142,253 | $14,429,000 | 11.90% |
| Charles Carroll Financial Partners, LLC | 88,611 | $8,988,000 | 11.74% |
| New Capital Management LP | 210,383 | $21,223,000 | 11.69% |