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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 10 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | +100.0% | 10 | +900.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | -99.6% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2014 | $251,000 | +14.6% | 2,443 | +12.9% | 0.02% | 0.0% |
| Q1 2014 | $219,000 | +242.2% | 2,163 | +242.2% | 0.02% | +214.3% |
| Q4 2013 | $64,000 | -17.9% | 632 | -17.5% | 0.01% | -30.0% |
| Q3 2013 | $78,000 | -62.3% | 766 | -62.7% | 0.01% | -70.6% |
| Q2 2013 | $207,000 | – | 2,056 | – | 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% |