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 | $433,911 | -41.8% | 4,477 | -41.4% | 0.00% | -40.0% |
| Q2 2023 | $745,922 | +8.2% | 7,644 | +10.0% | 0.01% | 0.0% |
| Q1 2023 | $689,454 | -39.4% | 6,948 | -40.8% | 0.01% | -44.4% |
| Q4 2022 | $1,138,030 | -3.1% | 11,737 | -4.0% | 0.01% | -10.0% |
| Q3 2022 | $1,175,000 | +6.7% | 12,226 | +12.6% | 0.01% | +25.0% |
| Q2 2022 | $1,101,000 | +92.1% | 10,854 | +98.8% | 0.01% | +100.0% |
| Q1 2022 | $573,000 | – | 5,460 | – | 0.00% | – |
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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% |