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 | $2,372,602 | -17.5% | 24,480 | -16.9% | 0.03% | -17.1% |
| Q2 2023 | $2,875,491 | +53.9% | 29,462 | +52.8% | 0.04% | +20.6% |
| Q1 2023 | $1,869,001 | 0.0% | 19,276 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $1,869,001 | -10.2% | 19,276 | -11.0% | 0.03% | -20.9% |
| Q3 2022 | $2,082,000 | +17.9% | 21,661 | +24.4% | 0.04% | +22.9% |
| Q2 2022 | $1,766,000 | -4.2% | 17,412 | -0.9% | 0.04% | -2.8% |
| Q1 2022 | $1,843,000 | +8.6% | 17,565 | +9.6% | 0.04% | +9.1% |
| Q4 2021 | $1,697,000 | +34.6% | 16,024 | +34.2% | 0.03% | +26.9% |
| Q3 2021 | $1,261,000 | +54.9% | 11,937 | +55.9% | 0.03% | +30.0% |
| Q2 2021 | $814,000 | +56.8% | 7,659 | +55.9% | 0.02% | -23.1% |
| Q1 2021 | $519,000 | – | 4,913 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,379,875 | $132,620,000 | 38.53% |
| Johnson Midwest Financial, LLC | 5,826 | $5,625,000 | 21.48% |
| KEATING INVESTMENT COUNSELORS INC | 489,665 | $47,062,000 | 21.08% |
| GoalFusion Wealth Management, LLC | 179,838 | $17,284,000 | 16.35% |
| Deane Retirement Strategies, Inc. | 268,536 | $25,814,000 | 15.84% |
| Walker Financial Services, Inc. | 174,407 | $16,762,209 | 15.66% |
| San Luis Wealth Advisors LLC | 131,437 | $12,632,000 | 13.23% |
| M. Kulyk & Associates, LLC | 381,491 | $36,665,000 | 12.75% |
| New Capital Management LP | 223,828 | $21,512,000 | 11.80% |
| Wilshire Advisors LLC | 201,505 | $19,367,000 | 11.09% |