ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,021,773 | -12.1% | 82,767 | -11.5% | 0.17% | -10.8% |
Q2 2023 | $9,125,233 | -2.6% | 93,496 | -1.0% | 0.19% | -7.9% |
Q1 2023 | $9,368,662 | +3.2% | 94,414 | +0.9% | 0.20% | -3.3% |
Q4 2022 | $9,077,051 | -6.4% | 93,616 | -7.2% | 0.21% | +7.2% |
Q3 2022 | $9,695,000 | +5.6% | 100,875 | +11.4% | 0.20% | +9.6% |
Q2 2022 | $9,182,000 | +4.9% | 90,521 | +8.5% | 0.18% | +15.6% |
Q1 2022 | $8,754,000 | +26.6% | 83,414 | +27.7% | 0.15% | +29.4% |
Q4 2021 | $6,915,000 | +14.7% | 65,310 | +14.4% | 0.12% | +8.2% |
Q3 2021 | $6,029,000 | +23.7% | 57,074 | +24.5% | 0.11% | +23.6% |
Q2 2021 | $4,874,000 | +11.3% | 45,843 | +10.7% | 0.09% | +6.0% |
Q1 2021 | $4,380,000 | +35.6% | 41,429 | +33.9% | 0.08% | +27.3% |
Q4 2020 | $3,231,000 | +135.3% | 30,943 | +134.6% | 0.07% | +112.9% |
Q3 2020 | $1,373,000 | +1.6% | 13,191 | -0.0% | 0.03% | -3.1% |
Q2 2020 | $1,351,000 | +16.7% | 13,192 | +13.8% | 0.03% | +6.7% |
Q1 2020 | $1,158,000 | – | 11,596 | – | 0.03% | – |
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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% |