ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 601 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,601,215 | -0.7% | 16,521 | 0.0% | 1.21% | +3.1% |
| Q2 2023 | $1,612,449 | +0.2% | 16,521 | +1.9% | 1.18% | -7.9% |
| Q1 2023 | $1,609,014 | +0.8% | 16,215 | -1.5% | 1.28% | -5.5% |
| Q4 2022 | $1,596,446 | -1.9% | 16,465 | -2.7% | 1.35% | +4.2% |
| Q3 2022 | $1,627,000 | -45.1% | 16,925 | -42.1% | 1.30% | -41.2% |
| Q2 2022 | $2,966,000 | +2.2% | 29,243 | +5.7% | 2.21% | +30.5% |
| Q1 2022 | $2,903,000 | -0.5% | 27,663 | +0.4% | 1.69% | +1.7% |
| Q4 2021 | $2,918,000 | +55.8% | 27,561 | +55.5% | 1.66% | +58.1% |
| Q3 2021 | $1,873,000 | +24.3% | 17,728 | +25.0% | 1.05% | +34.7% |
| Q2 2021 | $1,507,000 | +62.6% | 14,177 | +61.7% | 0.78% | +69.9% |
| Q1 2021 | $927,000 | +20.5% | 8,770 | +19.7% | 0.46% | +81.4% |
| Q4 2020 | $769,000 | +6.4% | 7,327 | +5.5% | 0.25% | -17.9% |
| Q3 2020 | $723,000 | – | 6,948 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 111,858 | $11,175,000 | 27.29% |
| KEATING INVESTMENT COUNSELORS INC | 177,285 | $17,711,000 | 10.82% |
| Quaker Wealth Management, LLC | 132,321 | $13,219,000 | 9.39% |
| Lee Financial Co | 280,034 | $27,975,000 | 9.28% |
| Stordahl Capital Management, Inc. | 119,922 | $12,109,000 | 7.48% |
| New Capital Management LP | 35,357 | $3,532,000 | 6.69% |
| LWS Wealth Advisors, Inc. | 99,953 | $9,806,000 | 6.38% |
| ALTFEST L J & CO INC | 203,449 | $20,325,000 | 6.36% |
| American Money Management, LLC | 113,478 | $11,336,000 | 6.35% |
| Parcion Private Wealth LLC | 201,527 | $20,133,000 | 5.55% |