ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,429 | +0.4% | 148,880 | +1.1% | 2.42% | +2.8% |
| Q2 2023 | $14,368 | +1.4% | 147,217 | +3.1% | 2.35% | -3.0% |
| Q1 2023 | $14,165 | +5.8% | 142,749 | +3.4% | 2.42% | -1.6% |
| Q4 2022 | $13,392 | -99.9% | 138,119 | +1.4% | 2.46% | -5.9% |
| Q3 2022 | $13,097,000 | -6.1% | 136,267 | -0.9% | 2.62% | -2.0% |
| Q2 2022 | $13,946,000 | -2.8% | 137,497 | +0.5% | 2.67% | +8.7% |
| Q1 2022 | $14,350,000 | +0.6% | 136,747 | +1.5% | 2.46% | +3.4% |
| Q4 2021 | $14,258,000 | +7.4% | 134,664 | +7.2% | 2.38% | -3.1% |
| Q3 2021 | $13,270,000 | +1.7% | 125,624 | +2.4% | 2.46% | -3.0% |
| Q2 2021 | $13,043,000 | +4.8% | 122,687 | +4.2% | 2.53% | -4.3% |
| Q1 2021 | $12,443,000 | +10.8% | 117,698 | +9.5% | 2.64% | -3.5% |
| Q4 2020 | $11,229,000 | +6.4% | 107,525 | +6.0% | 2.74% | -10.5% |
| Q3 2020 | $10,553,000 | +11.6% | 101,410 | +9.8% | 3.06% | +0.2% |
| Q2 2020 | $9,460,000 | +8.9% | 92,395 | +6.2% | 3.06% | -9.2% |
| Q1 2020 | $8,688,000 | +21.5% | 86,966 | +22.5% | 3.36% | +58.3% |
| Q4 2019 | $7,152,000 | – | 71,011 | – | 2.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC | 664,927 | $64,896,915 | 23.46% |
| Walker Financial Services, Inc. | 199,873 | $19,507,589 | 19.27% |
| GoalFusion Wealth Management, LLC | 177,056 | $17,280,666 | 12.73% |
| M. Kulyk & Associates, LLC | 418,583 | $40,853,707 | 11.41% |
| Wilshire Advisors LLC | 203,424 | $19,854,182 | 10.52% |
| TIEDEMANN ADVISORS, LLC | 2,351,945 | $229,549,983 | 9.76% |
| 3EDGE Asset Management, LP | 1,305,889 | $127,454,718 | 9.60% |
| JEPPSON WEALTH MANAGEMENT, LLC | 222,239 | $21,690,526 | 9.44% |
| Echo45 Advisors LLC | 111,820 | $10,913,649 | 9.00% |
| Pinnacle Wealth Management Group, Inc. | 96,202 | $9,389,340 | 8.20% |