ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 65 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $881,000 | -6.9% | 8,687 | -7.5% | 0.02% | +4.3% |
| Q4 2016 | $946,000 | -43.1% | 9,389 | -42.9% | 0.02% | -41.0% |
| Q3 2016 | $1,662,000 | -15.5% | 16,439 | -15.2% | 0.04% | -4.9% |
| Q2 2016 | $1,967,000 | -45.1% | 19,376 | -45.5% | 0.04% | -59.4% |
| Q1 2016 | $3,580,000 | +113.7% | 35,549 | +109.9% | 0.10% | +260.7% |
| Q4 2015 | $1,675,000 | -22.5% | 16,934 | -22.2% | 0.03% | -20.0% |
| Q3 2015 | $2,161,000 | -29.4% | 21,773 | -28.9% | 0.04% | -36.4% |
| Q2 2015 | $3,060,000 | -37.2% | 30,629 | -37.6% | 0.06% | -44.4% |
| Q1 2015 | $4,875,000 | +195.1% | 49,059 | +204.3% | 0.10% | +280.8% |
| Q2 2014 | $1,652,000 | +566.1% | 16,122 | +557.8% | 0.03% | +766.7% |
| Q4 2013 | $248,000 | -23.5% | 2,451 | -23.6% | 0.00% | -25.0% |
| Q3 2013 | $324,000 | – | 3,208 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,134,761 | $114,134,000 | 20.83% |
| ALTFEST L J & CO INC | 398,238 | $40,055,000 | 10.66% |
| KEATING INVESTMENT COUNSELORS INC | 170,108 | $17,110,000 | 7.63% |
| Lee Financial Co | 322,545 | $32,442,000 | 7.33% |
| Wechter Feldman Wealth Management, Inc. | 105,649 | $10,626,000 | 7.04% |
| Leicht Financial Planning & Wealth Management, Inc. | 71,375 | $7,179,000 | 7.03% |
| New Capital Management LP | 36,185 | $3,640,000 | 6.38% |
| American Money Management, LLC | 102,028 | $10,262,000 | 5.48% |
| Pasadena Private Wealth, LLC | 107,416 | $10,804,000 | 5.11% |
| Brand Asset Management Group, Inc. | 71,916 | $7,233,000 | 4.75% |