ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 222 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,428 | +2683.6% | 56 | +2700.0% | 0.00% | – |
| Q2 2023 | $195 | -50.9% | 2 | -50.0% | 0.00% | – |
| Q1 2023 | $397 | -94.0% | 4 | -94.1% | 0.00% | – |
| Q4 2022 | $6,593 | – | 68 | +3300.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -93.1% | 0.00% | – |
| Q2 2022 | $3,000 | – | 29 | +1350.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -98.3% | 0.00% | – |
| Q3 2021 | $12,000 | -45.5% | 115 | -48.0% | 0.00% | -100.0% |
| Q1 2020 | $22,000 | -53.2% | 221 | -52.9% | 0.00% | -50.0% |
| Q4 2019 | $47,000 | -25.4% | 469 | -25.8% | 0.00% | -33.3% |
| Q3 2019 | $63,000 | -7.4% | 632 | -6.5% | 0.00% | 0.0% |
| Q2 2019 | $68,000 | -97.7% | 676 | -97.8% | 0.00% | -98.5% |
| Q1 2019 | $3,012,000 | +16.7% | 30,220 | +14.8% | 0.20% | +25.8% |
| Q4 2018 | $2,580,000 | -3.0% | 26,322 | -1.3% | 0.16% | +9.2% |
| Q2 2018 | $2,660,000 | -1.8% | 26,680 | -1.4% | 0.14% | -3.4% |
| Q1 2018 | $2,710,000 | +23.2% | 27,060 | +22.9% | 0.15% | +15.7% |
| Q4 2017 | $2,199,000 | – | 22,014 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,007,586 | $102,199,000 | 69.36% |
| Barber Financial Group, Inc. | 1,398,363 | $141,836,000 | 23.23% |
| KEATING INVESTMENT COUNSELORS INC | 394,030 | $39,967,000 | 16.86% |
| Deane Retirement Strategies, Inc. | 259,722 | $26,434,000 | 16.42% |
| GoalFusion Wealth Management, LLC | 171,947 | $17,441,000 | 16.34% |
| San Luis Wealth Advisors LLC | 137,436 | $13,940,000 | 16.01% |
| Paragon Wealth Strategies, LLC | 115,998 | $11,766,000 | 13.21% |
| Tanager Wealth Management LLP | 142,253 | $14,429,000 | 11.90% |
| Charles Carroll Financial Partners, LLC | 88,611 | $8,988,000 | 11.74% |
| New Capital Management LP | 210,383 | $21,223,000 | 11.69% |