ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 595 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,767 | -28.0% | 7,251 | -27.5% | 0.01% | -25.0% |
| Q2 2023 | $976,293 | -13.0% | 10,003 | -11.6% | 0.02% | -20.0% |
| Q1 2023 | $1,122,589 | +25.6% | 11,313 | +22.8% | 0.02% | +17.6% |
| Q4 2022 | $893,486 | -20.4% | 9,215 | -21.1% | 0.02% | -29.2% |
| Q3 2022 | $1,122,000 | -14.1% | 11,676 | -9.3% | 0.02% | -20.0% |
| Q2 2022 | $1,306,000 | +102.5% | 12,874 | +109.3% | 0.03% | +130.8% |
| Q1 2022 | $645,000 | – | 6,150 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
| GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
| M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
| Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
| JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
| AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
| 3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
| TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |