ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 65 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $553,000 | -1.2% | 5,493 | -3.0% | 0.06% | -3.3% |
| Q4 2015 | $560,000 | +48.1% | 5,663 | +48.6% | 0.06% | +39.5% |
| Q3 2015 | $378,000 | +21.2% | 3,811 | +22.0% | 0.04% | +30.3% |
| Q2 2015 | $312,000 | -1.0% | 3,125 | +1.6% | 0.03% | -15.4% |
| Q2 2014 | $315,000 | +7.5% | 3,077 | +6.1% | 0.04% | -4.9% |
| Q1 2014 | $293,000 | -50.0% | 2,900 | -50.0% | 0.04% | -8.9% |
| Q4 2013 | $586,000 | +106.3% | 5,800 | +106.6% | 0.04% | -8.2% |
| Q3 2013 | $284,000 | +14.1% | 2,808 | +13.6% | 0.05% | 0.0% |
| Q2 2013 | $249,000 | – | 2,471 | – | 0.05% | – |
Download | ||||||
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% |