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%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
| GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
| M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
| Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
| JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
| AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
| 3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
| TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |