ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $508,157 | +104891.1% | 5,121 | +2.6% | 0.02% | 0.0% |
| Q4 2022 | $484 | -99.9% | 4,992 | -11.6% | 0.02% | -21.1% |
| Q3 2022 | $543,000 | -2.0% | 5,645 | +3.3% | 0.02% | +5.6% |
| Q2 2022 | $554,000 | -3.8% | 5,465 | -0.5% | 0.02% | 0.0% |
| Q1 2022 | $576,000 | -0.9% | 5,492 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $581,000 | +83.9% | 5,492 | +83.6% | 0.02% | +63.6% |
| Q3 2021 | $316,000 | -0.6% | 2,992 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $318,000 | +0.6% | 2,992 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $316,000 | +1.3% | 2,992 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $312,000 | – | 2,992 | – | 0.01% | – |
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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% |