ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $937,514 | +0.9% | 9,669 | 0.0% | 0.13% | -19.4% |
| Q3 2022 | $929,000 | -5.3% | 9,669 | 0.0% | 0.16% | -7.8% |
| Q2 2022 | $981,000 | -1.3% | 9,669 | +2.1% | 0.18% | +14.7% |
| Q1 2022 | $994,000 | +4.3% | 9,469 | +5.3% | 0.16% | -17.0% |
| Q4 2021 | $953,000 | +45.5% | 8,996 | +45.0% | 0.19% | +26.2% |
| Q3 2021 | $655,000 | -35.1% | 6,205 | -34.6% | 0.15% | -46.0% |
| Q2 2021 | $1,009,000 | +0.6% | 9,492 | 0.0% | 0.28% | -15.6% |
| Q1 2021 | $1,003,000 | – | 9,492 | – | 0.33% | – |
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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% |