ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,198,557 | -18.8% | 22,300 | -20.2% | 0.50% | -25.5% |
| Q3 2023 | $2,707,945 | -0.7% | 27,940 | 0.0% | 0.67% | +3.1% |
| Q2 2023 | $2,726,944 | -14.0% | 27,940 | -12.5% | 0.65% | -15.7% |
| Q1 2023 | $3,169,406 | +103037.2% | 31,940 | +0.8% | 0.77% | +0.3% |
| Q4 2022 | $3,073 | -99.9% | 31,690 | 0.0% | 0.77% | +1.6% |
| Q3 2022 | $3,046,000 | -8.1% | 31,690 | -3.1% | 0.76% | -1.8% |
| Q2 2022 | $3,316,000 | -11.1% | 32,690 | -8.0% | 0.77% | +12.1% |
| Q1 2022 | $3,730,000 | +16.1% | 35,540 | +17.1% | 0.69% | +21.1% |
| Q4 2021 | $3,213,000 | +21.9% | 30,350 | +21.6% | 0.57% | +14.3% |
| Q3 2021 | $2,635,000 | +11.7% | 24,950 | +12.4% | 0.50% | +12.2% |
| Q2 2021 | $2,360,000 | +23.3% | 22,200 | +22.7% | 0.44% | +16.0% |
| Q1 2021 | $1,914,000 | +302.9% | 18,100 | +297.8% | 0.38% | +285.9% |
| Q4 2020 | $475,000 | – | 4,550 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC | 664,927 | $64,896,915 | 23.46% |
| Walker Financial Services, Inc. | 199,873 | $19,507,589 | 19.27% |
| GoalFusion Wealth Management, LLC | 177,056 | $17,280,666 | 12.73% |
| M. Kulyk & Associates, LLC | 418,583 | $40,853,707 | 11.41% |
| Wilshire Advisors LLC | 203,424 | $19,854,182 | 10.52% |
| TIEDEMANN ADVISORS, LLC | 2,351,945 | $229,549,983 | 9.76% |
| 3EDGE Asset Management, LP | 1,305,889 | $127,454,718 | 9.60% |
| JEPPSON WEALTH MANAGEMENT, LLC | 222,239 | $21,690,526 | 9.44% |
| Echo45 Advisors LLC | 111,820 | $10,913,649 | 9.00% |
| Pinnacle Wealth Management Group, Inc. | 96,202 | $9,389,340 | 8.20% |