ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,301 | +278.6% | 15,779 | +281.2% | 0.00% | – |
| Q2 2023 | $403,966 | +14541.8% | 4,139 | -85.1% | 0.00% | -100.0% |
| Q1 2023 | $2,759 | -21.4% | 27,808 | -23.2% | 0.00% | 0.0% |
| Q4 2022 | $3,511 | -99.8% | 36,209 | +75.8% | 0.00% | +100.0% |
| Q3 2022 | $1,980,000 | +36.1% | 20,598 | +43.6% | 0.00% | 0.0% |
| Q2 2022 | $1,455,000 | -54.8% | 14,347 | -53.2% | 0.00% | -50.0% |
| Q1 2022 | $3,219,000 | -38.4% | 30,674 | -37.8% | 0.00% | -33.3% |
| Q4 2021 | $5,224,000 | +957.5% | 49,341 | +956.1% | 0.00% | – |
| Q3 2021 | $494,000 | -24.1% | 4,672 | -28.3% | 0.00% | -100.0% |
| Q4 2017 | $651,000 | +53.2% | 6,517 | +54.0% | 0.00% | 0.0% |
| Q3 2017 | $425,000 | – | 4,232 | – | 0.00% | – |
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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% |