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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $274,000 | -10.5% | 2,705 | -7.4% | 0.02% | +5.3% |
| Q1 2022 | $306,000 | -1.6% | 2,920 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $311,000 | +0.3% | 2,935 | -0.5% | 0.02% | 0.0% |
| Q3 2021 | $310,000 | -3.4% | 2,950 | -2.2% | 0.02% | -17.4% |
| Q2 2021 | $321,000 | -2.1% | 3,015 | -2.7% | 0.02% | -8.0% |
| Q1 2021 | $328,000 | -32.4% | 3,100 | -33.0% | 0.02% | -39.0% |
| Q4 2020 | $485,000 | +0.6% | 4,630 | -0.1% | 0.04% | -8.9% |
| Q3 2020 | $482,000 | +112.3% | 4,635 | +109.1% | 0.04% | +87.5% |
| Q2 2020 | $227,000 | – | 2,217 | – | 0.02% | – |
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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% |