ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
ALTFEST L J & CO INC | 595,832 | $63,087,000 | 12.04% |
3EDGE Asset Management, LP | 1,231,827 | $130,426,000 | 11.17% |
Wilshire Advisors LLC | 244,483 | $25,887,000 | 9.92% |
SCHRODERS IS Ltd | 277,800 | $29,413,000 | 8.31% |
KEATING INVESTMENT COUNSELORS INC | 166,079 | $17,584,000 | 7.78% |
Deane Retirement Strategies, Inc. | 133,538 | $14,138,000 | 7.46% |
First Command Bank | 409,117 | $43,215,000 | 7.42% |
LWS Wealth Advisors, Inc. | 170,867 | $18,091,000 | 7.40% |
Austin Asset Management Co Inc | 220,374 | $23,333,000 | 7.28% |
KEYSTONE WEALTH PARTNERS | 145,607 | $15,417,000 | 6.81% |