ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,660,730 | +0.4% | 79,042 | +1.1% | 0.21% | +21.1% |
Q2 2023 | $7,630,863 | -58.9% | 78,185 | -58.2% | 0.17% | -65.5% |
Q1 2023 | $18,572,681 | -5.1% | 187,168 | -7.3% | 0.50% | -9.7% |
Q4 2022 | $19,571,581 | +6.1% | 201,852 | +5.1% | 0.55% | -1.6% |
Q3 2022 | $18,454,000 | +65.8% | 192,005 | +75.0% | 0.56% | +19.0% |
Q2 2022 | $11,130,000 | -20.1% | 109,722 | -17.4% | 0.47% | +2.6% |
Q1 2022 | $13,935,000 | +39.1% | 132,785 | +40.4% | 0.46% | +57.8% |
Q4 2021 | $10,016,000 | +3.6% | 94,595 | +3.3% | 0.29% | -6.2% |
Q3 2021 | $9,669,000 | -12.9% | 91,537 | -12.3% | 0.31% | -14.4% |
Q2 2021 | $11,097,000 | +3.7% | 104,376 | +3.1% | 0.36% | -5.0% |
Q1 2021 | $10,705,000 | +850.7% | 101,249 | +839.5% | 0.38% | +531.7% |
Q4 2020 | $1,126,000 | – | 10,777 | – | 0.06% | – |
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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% |