ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,198,183 | -5.5% | 12,363 | -4.8% | 0.09% | -2.2% |
| Q2 2023 | $1,267,454 | -1.8% | 12,986 | -0.1% | 0.09% | -2.2% |
| Q1 2023 | $1,290,156 | +3.3% | 13,002 | +0.9% | 0.09% | -4.2% |
| Q4 2022 | $1,249,297 | -8.1% | 12,884 | -8.9% | 0.10% | -15.8% |
| Q3 2022 | $1,360,000 | +5.5% | 14,146 | +11.3% | 0.11% | +10.7% |
| Q2 2022 | $1,289,000 | +3.2% | 12,706 | +6.8% | 0.10% | +22.6% |
| Q1 2022 | $1,249,000 | +54.8% | 11,897 | +56.2% | 0.08% | +58.5% |
| Q4 2021 | $807,000 | +71.7% | 7,618 | +72.5% | 0.05% | +43.2% |
| Q2 2021 | $470,000 | +32.0% | 4,417 | +31.1% | 0.04% | +8.8% |
| Q1 2021 | $356,000 | – | 3,370 | – | 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% |