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 | $450,210 | -3.2% | 4,645 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $464,961 | +11.5% | 4,764 | +13.4% | 0.00% | 0.0% |
| Q1 2023 | $416,936 | +5.5% | 4,202 | +3.1% | 0.00% | 0.0% |
| Q4 2022 | $395,278 | +0.8% | 4,077 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $392,000 | -8.2% | 4,077 | -3.1% | 0.01% | -16.7% |
| Q2 2022 | $427,000 | 0.0% | 4,206 | +3.3% | 0.01% | +20.0% |
| Q1 2022 | $427,000 | -0.9% | 4,073 | +0.0% | 0.01% | -16.7% |
| Q4 2021 | $431,000 | +0.2% | 4,072 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $430,000 | -0.7% | 4,072 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $433,000 | +0.7% | 4,072 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $430,000 | +1.7% | 4,072 | +0.5% | 0.01% | -18.2% |
| Q4 2020 | $423,000 | +0.2% | 4,052 | 0.0% | 0.01% | -15.4% |
| Q3 2020 | $422,000 | +1.7% | 4,052 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $415,000 | +2.5% | 4,052 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $405,000 | -12.9% | 4,052 | -12.2% | 0.01% | -18.8% |
| Q4 2019 | $465,000 | +0.6% | 4,616 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $462,000 | -0.4% | 4,616 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $464,000 | +0.9% | 4,616 | 0.0% | 0.02% | -10.0% |
| Q1 2019 | $460,000 | +1.8% | 4,616 | 0.0% | 0.02% | -9.1% |
| Q4 2018 | $452,000 | – | 4,616 | – | 0.02% | – |
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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% |