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 | $878,927 | -1.8% | 9,069 | -1.1% | 0.03% | +3.6% |
| Q2 2023 | $894,952 | -17.4% | 9,170 | -16.0% | 0.03% | -22.2% |
| Q1 2023 | $1,083,755 | -0.2% | 10,922 | -2.4% | 0.04% | -10.0% |
| Q4 2022 | $1,085,424 | -64.9% | 11,195 | -63.3% | 0.04% | -36.5% |
| Q2 2022 | $3,094,000 | +882.2% | 30,510 | +917.7% | 0.06% | +472.7% |
| Q1 2022 | $315,000 | -0.6% | 2,998 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $317,000 | +1.6% | 2,998 | 0.0% | 0.01% | -33.3% |
| Q3 2021 | $312,000 | -2.2% | 2,998 | 0.0% | 0.02% | +15.4% |
| Q2 2021 | $319,000 | +0.6% | 2,998 | 0.0% | 0.01% | -31.6% |
| Q1 2021 | $317,000 | +1.3% | 2,998 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $313,000 | +0.3% | 2,998 | 0.0% | 0.02% | -26.9% |
| Q3 2020 | $312,000 | +1.6% | 2,998 | 0.0% | 0.03% | -7.1% |
| Q2 2020 | $307,000 | -62.4% | 2,998 | -63.0% | 0.03% | -58.2% |
| Q4 2019 | $817,000 | -89.5% | 8,108 | -89.5% | 0.07% | -89.8% |
| Q3 2019 | $7,768,000 | -18.5% | 77,547 | -18.2% | 0.65% | -17.5% |
| Q2 2019 | $9,530,000 | +10.5% | 94,752 | +9.5% | 0.79% | +5.2% |
| Q1 2019 | $8,622,000 | +7.4% | 86,497 | +5.6% | 0.75% | -3.2% |
| Q4 2018 | $8,026,000 | +22.7% | 81,883 | +23.7% | 0.78% | +31.6% |
| Q3 2018 | $6,539,000 | +13.4% | 66,193 | +14.4% | 0.59% | +1.5% |
| Q2 2018 | $5,768,000 | – | 57,858 | – | 0.58% | – |
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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% |