ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 73 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $311,036 | -29.5% | 3,134 | -31.1% | 0.04% | -34.8% |
| Q4 2022 | $441,119 | -98.6% | 4,549 | -98.6% | 0.07% | -98.7% |
| Q3 2022 | $30,955,000 | -4.0% | 322,075 | +1.4% | 5.38% | -0.5% |
| Q2 2022 | $32,230,000 | +633.5% | 317,755 | +658.9% | 5.40% | +784.5% |
| Q1 2022 | $4,394,000 | -50.0% | 41,872 | -49.6% | 0.61% | -48.0% |
| Q4 2021 | $8,788,000 | +7.9% | 82,998 | +7.7% | 1.18% | +0.9% |
| Q3 2021 | $8,141,000 | +313.0% | 77,073 | +315.8% | 1.16% | +301.7% |
| Q2 2021 | $1,971,000 | -60.1% | 18,535 | -60.4% | 0.29% | -62.0% |
| Q1 2021 | $4,942,000 | +50.0% | 46,750 | +48.2% | 0.76% | +38.7% |
| Q4 2020 | $3,294,000 | -45.0% | 31,543 | -45.2% | 0.55% | -55.3% |
| Q3 2020 | $5,987,000 | +467.0% | 57,536 | +458.0% | 1.23% | +420.3% |
| Q2 2020 | $1,056,000 | -81.2% | 10,312 | -81.6% | 0.24% | -82.7% |
| Q1 2020 | $5,603,000 | +466.5% | 56,090 | +471.0% | 1.37% | +605.7% |
| Q4 2019 | $989,000 | -22.1% | 9,823 | -22.5% | 0.19% | -29.5% |
| Q3 2019 | $1,269,000 | +54.2% | 12,671 | +54.8% | 0.28% | +47.1% |
| Q2 2019 | $823,000 | +107.3% | 8,185 | +105.4% | 0.19% | +101.1% |
| Q1 2019 | $397,000 | -84.5% | 3,984 | -84.7% | 0.09% | -87.2% |
| Q4 2018 | $2,556,000 | +9.9% | 26,076 | +10.3% | 0.73% | +24.9% |
| Q3 2018 | $2,326,000 | +204.5% | 23,636 | +208.4% | 0.58% | +200.0% |
| Q2 2018 | $764,000 | -17.8% | 7,664 | -17.2% | 0.19% | -72.0% |
| Q3 2014 | $930,000 | -10.7% | 9,252 | -9.0% | 0.69% | -10.5% |
| Q2 2014 | $1,042,000 | -0.5% | 10,171 | -1.8% | 0.77% | -7.8% |
| Q1 2014 | $1,047,000 | +6.9% | 10,355 | +6.8% | 0.84% | +4.4% |
| Q4 2013 | $979,000 | – | 9,697 | – | 0.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALTFEST L J & CO INC | 384,121 | $39,972,000 | 10.63% |
| KEATING INVESTMENT COUNSELORS INC | 177,090 | $18,428,000 | 9.65% |
| Wechter Feldman Wealth Management, Inc. | 105,905 | $11,020,000 | 8.65% |
| New Capital Management LP | 61,137 | $6,362,000 | 7.00% |
| Stordahl Capital Management, Inc. | 122,699 | $12,768,000 | 6.61% |
| Arbor Investment Advisors, LLC | 217,617 | $22,645,000 | 5.91% |
| Landmark Financial Advisors, LLC | 176,058 | $18,232,000 | 5.78% |
| Smith & Howard Wealth Management, LLC | 91,410 | $9,512,000 | 5.61% |
| American Money Management, LLC | 117,863 | $12,265,000 | 5.56% |
| Parcion Private Wealth LLC | 322,390 | $33,377,000 | 5.10% |