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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $119,212,061 | -3.7% | 1,201,371 | -5.9% | 21.01% | -38.7% |
| Q4 2022 | $123,729,282 | -6.7% | 1,276,086 | -7.5% | 34.27% | -11.0% |
| Q3 2022 | $132,620,000 | -6.5% | 1,379,875 | -1.3% | 38.53% | +65.8% |
| Q2 2022 | $141,836,000 | +133.9% | 1,398,363 | +142.0% | 23.23% | +187.7% |
| Q1 2022 | $60,641,000 | +184.3% | 577,868 | +186.9% | 8.07% | +215.1% |
| Q4 2021 | $21,328,000 | +5.0% | 201,431 | +4.7% | 2.56% | -2.5% |
| Q3 2021 | $20,316,000 | +12.6% | 192,333 | +13.3% | 2.63% | +7.1% |
| Q2 2021 | $18,047,000 | +12.6% | 169,758 | +11.9% | 2.45% | +4.8% |
| Q1 2021 | $16,034,000 | +4.4% | 151,667 | +3.1% | 2.34% | -16.5% |
| Q4 2020 | $15,360,000 | -2.6% | 147,083 | -3.0% | 2.80% | -18.8% |
| Q3 2020 | $15,772,000 | +13.6% | 151,569 | +11.8% | 3.45% | +3.9% |
| Q2 2020 | $13,884,000 | -18.7% | 135,601 | -20.7% | 3.32% | -38.4% |
| Q1 2020 | $17,072,000 | +27.3% | 170,891 | +28.3% | 5.40% | +98.6% |
| Q4 2019 | $13,416,000 | +6.1% | 133,215 | +5.5% | 2.72% | +1.1% |
| Q3 2019 | $12,644,000 | +2.7% | 126,224 | +3.1% | 2.69% | -6.6% |
| Q2 2019 | $12,312,000 | +10.7% | 122,411 | +9.8% | 2.88% | +31.7% |
| Q1 2019 | $11,117,000 | +9.3% | 111,522 | +7.4% | 2.19% | -0.1% |
| Q4 2018 | $10,175,000 | -4.2% | 103,804 | -3.5% | 2.19% | -14.3% |
| Q3 2018 | $10,626,000 | +4.0% | 107,574 | +4.9% | 2.55% | -13.8% |
| Q2 2018 | $10,221,000 | +2.6% | 102,532 | +3.1% | 2.96% | +12.1% |
| Q1 2018 | $9,963,000 | – | 99,488 | – | 2.64% | – |
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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% |