ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 579 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $623,718 | -20.0% | 6,326 | -21.3% | 0.04% | -30.9% |
| Q3 2023 | $779,372 | -7.2% | 8,041 | -6.6% | 0.06% | 0.0% |
| Q2 2023 | $840,021 | -10.3% | 8,607 | -8.8% | 0.06% | +7.8% |
| Q1 2023 | $936,960 | -95.4% | 9,442 | -95.5% | 0.05% | -96.2% |
| Q4 2022 | $20,343,930 | -2.4% | 209,818 | -3.2% | 1.32% | -12.0% |
| Q3 2022 | $20,839,000 | +860.8% | 216,829 | +913.8% | 1.51% | +877.9% |
| Q2 2022 | $2,169,000 | +526.9% | 21,387 | +548.9% | 0.15% | +633.3% |
| Q1 2022 | $346,000 | +47.9% | 3,296 | +48.9% | 0.02% | +40.0% |
| Q4 2021 | $234,000 | -96.7% | 2,213 | -96.8% | 0.02% | -97.2% |
| Q3 2020 | $7,140,000 | +29.4% | 68,616 | +27.3% | 0.54% | -27.1% |
| Q2 2020 | $5,519,000 | -9.9% | 53,902 | -12.1% | 0.74% | -24.2% |
| Q1 2020 | $6,124,000 | -6.8% | 61,302 | -6.0% | 0.98% | +5.2% |
| Q4 2019 | $6,571,000 | -1.9% | 65,244 | -2.5% | 0.93% | -15.4% |
| Q3 2019 | $6,701,000 | +20.5% | 66,894 | +21.0% | 1.10% | -16.0% |
| Q2 2019 | $5,563,000 | -0.1% | 55,305 | -1.0% | 1.32% | +6.2% |
| Q1 2019 | $5,568,000 | – | 55,861 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,134,761 | $114,134,000 | 20.83% |
| ALTFEST L J & CO INC | 398,238 | $40,055,000 | 10.66% |
| KEATING INVESTMENT COUNSELORS INC | 170,108 | $17,110,000 | 7.63% |
| Lee Financial Co | 322,545 | $32,442,000 | 7.33% |
| Wechter Feldman Wealth Management, Inc. | 105,649 | $10,626,000 | 7.04% |
| Leicht Financial Planning & Wealth Management, Inc. | 71,375 | $7,179,000 | 7.03% |
| New Capital Management LP | 36,185 | $3,640,000 | 6.38% |
| American Money Management, LLC | 102,028 | $10,262,000 | 5.48% |
| Pasadena Private Wealth, LLC | 107,416 | $10,804,000 | 5.11% |
| Brand Asset Management Group, Inc. | 71,916 | $7,233,000 | 4.75% |