ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,625,513 | +24.1% | 99,314 | +25.0% | 0.08% | +36.1% |
| Q2 2023 | $7,755,686 | +48.2% | 79,464 | +50.7% | 0.06% | +38.6% |
| Q1 2023 | $5,232,299 | +44.4% | 52,729 | +41.1% | 0.04% | +37.5% |
| Q4 2022 | $3,623,007 | +36.5% | 37,366 | +35.3% | 0.03% | +33.3% |
| Q3 2022 | $2,654,000 | +20.3% | 27,615 | +26.9% | 0.02% | +41.2% |
| Q2 2022 | $2,206,000 | +8.5% | 21,753 | +12.3% | 0.02% | +41.7% |
| Q1 2022 | $2,034,000 | -7.1% | 19,378 | -6.3% | 0.01% | +9.1% |
| Q4 2021 | $2,190,000 | +46.0% | 20,688 | +45.7% | 0.01% | +22.2% |
| Q3 2021 | $1,500,000 | -2.4% | 14,200 | -1.8% | 0.01% | 0.0% |
| Q2 2021 | $1,537,000 | -0.2% | 14,454 | -0.7% | 0.01% | -10.0% |
| Q1 2021 | $1,540,000 | +0.6% | 14,563 | -0.7% | 0.01% | 0.0% |
| Q4 2020 | $1,531,000 | -2.9% | 14,661 | -3.2% | 0.01% | -9.1% |
| Q3 2020 | $1,577,000 | +2.8% | 15,153 | +1.1% | 0.01% | -8.3% |
| Q2 2020 | $1,534,000 | +41.4% | 14,983 | +38.0% | 0.01% | +9.1% |
| Q1 2020 | $1,085,000 | – | 10,859 | – | 0.01% | – |
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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% |