ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,159,688 | +2.0% | 32,601 | +2.7% | 0.14% | +6.1% |
| Q2 2023 | $3,098,410 | -16.0% | 31,746 | -14.6% | 0.13% | -21.1% |
| Q1 2023 | $3,690,264 | +4.0% | 37,189 | +1.6% | 0.17% | +0.6% |
| Q4 2022 | $3,547,669 | +9.4% | 36,589 | +8.4% | 0.16% | +1.2% |
| Q3 2022 | $3,243,000 | +5.5% | 33,739 | +11.3% | 0.16% | +13.2% |
| Q2 2022 | $3,074,000 | +1.3% | 30,304 | +4.8% | 0.14% | +20.0% |
| Q1 2022 | $3,035,000 | -32.4% | 28,925 | -31.8% | 0.12% | +42.9% |
| Q4 2021 | $4,492,000 | +165.0% | 42,420 | +164.5% | 0.08% | +75.0% |
| Q3 2021 | $1,695,000 | +32.0% | 16,039 | +32.8% | 0.05% | +33.3% |
| Q2 2021 | $1,284,000 | +91.1% | 12,076 | +90.0% | 0.04% | +71.4% |
| Q1 2021 | $672,000 | +37.1% | 6,355 | +35.7% | 0.02% | +31.2% |
| Q4 2020 | $490,000 | +18.1% | 4,683 | +17.3% | 0.02% | +6.7% |
| Q3 2020 | $415,000 | +1.5% | 3,994 | 0.0% | 0.02% | -11.8% |
| Q2 2020 | $409,000 | +29.4% | 3,994 | +26.4% | 0.02% | +13.3% |
| Q1 2020 | $316,000 | +1.6% | 3,160 | +1.9% | 0.02% | -11.8% |
| Q3 2019 | $311,000 | -8.3% | 3,100 | -8.0% | 0.02% | -10.5% |
| Q2 2019 | $339,000 | +5.0% | 3,370 | +4.0% | 0.02% | +5.6% |
| Q1 2019 | $323,000 | -1.2% | 3,241 | -3.0% | 0.02% | -14.3% |
| Q4 2018 | $327,000 | -4.1% | 3,341 | -3.2% | 0.02% | +16.7% |
| Q3 2018 | $341,000 | -10.3% | 3,451 | -9.4% | 0.02% | -10.0% |
| Q2 2018 | $380,000 | +5.8% | 3,811 | +6.5% | 0.02% | -4.8% |
| Q1 2018 | $359,000 | +0.8% | 3,580 | +0.3% | 0.02% | +5.0% |
| Q4 2017 | $356,000 | +4.7% | 3,569 | +5.5% | 0.02% | 0.0% |
| Q3 2017 | $340,000 | +3.3% | 3,384 | +3.4% | 0.02% | 0.0% |
| Q2 2017 | $329,000 | – | 3,274 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC | 664,927 | $64,896,915 | 23.46% |
| Walker Financial Services, Inc. | 199,873 | $19,507,589 | 19.27% |
| GoalFusion Wealth Management, LLC | 177,056 | $17,280,666 | 12.73% |
| M. Kulyk & Associates, LLC | 418,583 | $40,853,707 | 11.41% |
| Wilshire Advisors LLC | 203,424 | $19,854,182 | 10.52% |
| TIEDEMANN ADVISORS, LLC | 2,351,945 | $229,549,983 | 9.76% |
| 3EDGE Asset Management, LP | 1,305,889 | $127,454,718 | 9.60% |
| JEPPSON WEALTH MANAGEMENT, LLC | 222,239 | $21,690,526 | 9.44% |
| Echo45 Advisors LLC | 111,820 | $10,913,649 | 9.00% |
| Pinnacle Wealth Management Group, Inc. | 96,202 | $9,389,340 | 8.20% |