ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 244 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,502,127 | +13.8% | 56,770 | +14.6% | 0.64% | +9.2% |
| Q2 2023 | $4,835,171 | -1.8% | 49,541 | -0.2% | 0.59% | -9.1% |
| Q1 2023 | $4,925,648 | +2.0% | 49,639 | -0.3% | 0.65% | +4.5% |
| Q4 2022 | $4,827,705 | +2.9% | 49,791 | +2.0% | 0.62% | -2.5% |
| Q3 2022 | $4,692,000 | -15.7% | 48,817 | -11.1% | 0.64% | -13.8% |
| Q2 2022 | $5,569,000 | -3.0% | 54,903 | +0.4% | 0.74% | +14.1% |
| Q1 2022 | $5,741,000 | -40.4% | 54,710 | -39.8% | 0.65% | -35.5% |
| Q4 2021 | $9,629,000 | +18.1% | 90,941 | +17.8% | 1.00% | +12.0% |
| Q3 2021 | $8,153,000 | +2.6% | 77,184 | +3.3% | 0.89% | -0.1% |
| Q2 2021 | $7,944,000 | +2.1% | 74,727 | +1.5% | 0.90% | -10.9% |
| Q1 2021 | $7,783,000 | -0.4% | 73,621 | -1.6% | 1.00% | -8.1% |
| Q4 2020 | $7,812,000 | +20.9% | 74,801 | +20.5% | 1.09% | -0.3% |
| Q3 2020 | $6,462,000 | -50.5% | 62,097 | -51.2% | 1.10% | -54.5% |
| Q2 2020 | $13,042,000 | +34.4% | 127,375 | +32.2% | 2.41% | +32.7% |
| Q4 2019 | $9,705,000 | – | 96,373 | – | 1.81% | – |
Download | ||||||
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% |