ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,770,519 | -2.4% | 59,539 | -1.7% | 2.09% | +1.8% |
| Q2 2023 | $5,912,804 | +12.6% | 60,582 | +14.5% | 2.05% | +5.6% |
| Q1 2023 | $5,249,862 | +140.4% | 52,906 | +139.3% | 1.94% | +75.9% |
| Q3 2018 | $2,184,000 | +18.4% | 22,106 | +19.5% | 1.11% | +11.3% |
| Q2 2018 | $1,844,000 | +0.4% | 18,502 | +0.9% | 0.99% | -0.6% |
| Q1 2018 | $1,837,000 | +14.0% | 18,344 | +13.7% | 1.00% | +13.0% |
| Q4 2017 | $1,611,000 | – | 16,131 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD | 148,352 | $14,378,276 | 59.34% |
| First Trust Bank, Ltd. | 65,390 | $6,337,599 | 33.85% |
| KEATING INVESTMENT COUNSELORS INC | 690,057 | $66,880,364 | 22.68% |
| Walker Financial Services, Inc. | 203,538 | $19,726,872 | 19.17% |
| GoalFusion Wealth Management, LLC | 179,393 | $17,386,770 | 12.92% |
| M. Kulyk & Associates, LLC | 458,861 | $44,472,831 | 12.35% |
| Wilshire Advisors LLC | 203,633 | $19,736,109 | 10.96% |
| JEPPSON WEALTH MANAGEMENT, LLC | 212,989 | $20,642,894 | 9.46% |
| Echo45 Advisors LLC | 111,665 | $10,822,606 | 9.18% |
| Northland Capital Management LLC | 130,526 | $12,650,542 | 8.56% |