ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,179 | -62.8% | 5,429 | -62.6% | 0.07% | -63.0% |
| Q2 2023 | $1,415,298 | -37.2% | 14,501 | -36.2% | 0.18% | -38.0% |
| Q1 2023 | $2,253,911 | -22.6% | 22,714 | -24.4% | 0.29% | -27.5% |
| Q4 2022 | $2,912,969 | -38.8% | 30,043 | -39.4% | 0.40% | -47.7% |
| Q3 2022 | $4,762,000 | -14.6% | 49,543 | -9.9% | 0.77% | -9.7% |
| Q2 2022 | $5,577,000 | +10.6% | 54,983 | +14.5% | 0.85% | +13.0% |
| Q1 2022 | $5,041,000 | +110.0% | 48,038 | +111.9% | 0.76% | +112.7% |
| Q4 2021 | $2,400,000 | +119900.0% | 22,666 | +119194.7% | 0.36% | +35400.0% |
| Q4 2017 | $2,000 | – | 19 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
| GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
| M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
| Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
| JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
| AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
| 3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
| TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |