ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,736,109 | -0.6% | 203,633 | +0.1% | 10.96% | +4.2% |
| Q2 2023 | $19,854,182 | -1.2% | 203,424 | +0.4% | 10.52% | -2.2% |
| Q1 2023 | $20,104,892 | +6.2% | 202,609 | +3.8% | 10.76% | +4.1% |
| Q4 2022 | $18,931,148 | -2.3% | 195,247 | -3.1% | 10.34% | -6.8% |
| Q3 2022 | $19,367,000 | -8.3% | 201,505 | -3.3% | 11.09% | +0.3% |
| Q2 2022 | $21,128,000 | -11.8% | 208,290 | -8.8% | 11.06% | +3.3% |
| Q1 2022 | $23,956,000 | -7.5% | 228,290 | -6.6% | 10.70% | +7.9% |
| Q4 2021 | $25,887,000 | – | 244,483 | – | 9.92% | – |
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% |