ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 657 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,822,600 | -4.5% | 118,832 | -4.6% | 3.12% | -0.7% |
| Q1 2024 | $12,379,156 | +9.4% | 124,501 | +8.5% | 3.14% | -2.8% |
| Q4 2023 | $11,310,461 | -23.0% | 114,722 | -24.3% | 3.23% | -28.4% |
| Q3 2023 | $14,688,681 | +8.2% | 151,555 | +9.0% | 4.51% | +10.3% |
| Q2 2023 | $13,571,618 | +1.1% | 139,053 | +2.7% | 4.09% | -2.0% |
| Q1 2023 | $13,430,513 | -5.5% | 135,347 | -7.6% | 4.17% | -12.3% |
| Q4 2022 | $14,206,706 | -1.6% | 146,521 | -2.5% | 4.76% | -17.9% |
| Q3 2022 | $14,442,000 | -7.3% | 150,270 | -2.2% | 5.80% | +7.0% |
| Q2 2022 | $15,587,000 | – | 153,674 | – | 5.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,276,086 | $123,729,282 | 34.27% |
| Johnson Midwest Financial, LLC | 58,263 | $5,649 | 20.68% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| GoalFusion Wealth Management, LLC | 185,533 | $18,135,851 | 14.62% |
| M. Kulyk & Associates, LLC | 397,120 | $38,504,801 | 12.86% |
| JEPPSON WEALTH MANAGEMENT, LLC | 279,188 | $27,070,068 | 11.38% |
| KEATING INVESTMENT COUNSELORS INC | 292,647 | $28,375,093 | 11.11% |
| Wilshire Advisors LLC | 195,247 | $18,931,148 | 10.34% |
| Comprehensive Wealth Management, LLC | 101,226 | $9,814,873 | 9.04% |
| Almanack Investment Partners, LLC. | 435,660 | $42,241,594 | 9.00% |