ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 308 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,926,587 | -1.9% | 40,513 | -1.3% | 0.14% | +2.2% |
| Q2 2023 | $4,004,595 | -10.9% | 41,030 | -9.4% | 0.14% | -13.1% |
| Q1 2023 | $4,492,210 | +11.5% | 45,270 | +8.9% | 0.16% | +7.4% |
| Q4 2022 | $4,029,925 | +183.6% | 41,562 | +180.8% | 0.15% | +161.4% |
| Q3 2022 | $1,421,000 | +26.4% | 14,799 | +33.6% | 0.06% | +42.5% |
| Q2 2022 | $1,124,000 | +549.7% | 11,081 | +571.6% | 0.04% | +344.4% |
| Q1 2022 | $173,000 | -40.5% | 1,650 | -40.0% | 0.01% | 0.0% |
| Q4 2021 | $291,000 | +127.3% | 2,749 | +125.3% | 0.01% | +125.0% |
| Q3 2021 | $128,000 | +13.3% | 1,220 | +14.7% | 0.00% | -33.3% |
| Q2 2021 | $113,000 | +56.9% | 1,064 | +52.7% | 0.01% | +50.0% |
| Q1 2021 | $72,000 | – | 697 | – | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $6,000 | 0.0% | 70 | +1.4% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | – | 69 | – | 0.00% | – |
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% |