ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 249 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $239,781 | -0.7% | 2,474 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $241,463 | -1.6% | 2,474 | 0.0% | 0.01% | -7.1% |
Q1 2023 | $245,496 | +2.3% | 2,474 | 0.0% | 0.01% | -6.7% |
Q4 2022 | $239,879 | +0.8% | 2,474 | 0.0% | 0.02% | -6.2% |
Q3 2022 | $238,000 | -5.2% | 2,474 | 0.0% | 0.02% | +6.7% |
Q2 2022 | $251,000 | -3.5% | 2,474 | 0.0% | 0.02% | +7.1% |
Q1 2022 | $260,000 | -0.8% | 2,474 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $262,000 | +0.4% | 2,474 | 0.0% | 0.01% | -13.3% |
Q3 2021 | $261,000 | -0.8% | 2,474 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $263,000 | +0.4% | 2,474 | 0.0% | 0.02% | -11.8% |
Q1 2021 | $262,000 | +1.6% | 2,474 | 0.0% | 0.02% | -5.6% |
Q4 2020 | $258,000 | +0.4% | 2,474 | 0.0% | 0.02% | -10.0% |
Q3 2020 | $257,000 | -27.6% | 2,474 | -28.6% | 0.02% | -33.3% |
Q2 2020 | $355,000 | +2.6% | 3,464 | 0.0% | 0.03% | -14.3% |
Q1 2020 | $346,000 | – | 3,464 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ALTFEST L J & CO INC | 384,121 | $39,972,000 | 10.63% |
KEATING INVESTMENT COUNSELORS INC | 177,090 | $18,428,000 | 9.65% |
Wechter Feldman Wealth Management, Inc. | 105,905 | $11,020,000 | 8.65% |
New Capital Management LP | 61,137 | $6,362,000 | 7.00% |
Stordahl Capital Management, Inc. | 122,699 | $12,768,000 | 6.61% |
Arbor Investment Advisors, LLC | 217,617 | $22,645,000 | 5.91% |
Landmark Financial Advisors, LLC | 176,058 | $18,232,000 | 5.78% |
Smith & Howard Wealth Management, LLC | 91,410 | $9,512,000 | 5.61% |
American Money Management, LLC | 117,863 | $12,265,000 | 5.56% |
Parcion Private Wealth LLC | 322,390 | $33,377,000 | 5.10% |