ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $59,000 | 0.0% | 554 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $59,000 | -98.2% | 554 | -98.3% | 0.02% | -73.2% |
| Q4 2020 | $3,365,000 | +23.5% | 32,226 | +23.1% | 0.07% | -32.4% |
| Q3 2020 | $2,725,000 | +830.0% | 26,184 | +797.3% | 0.10% | +377.3% |
| Q3 2017 | $293,000 | -71.2% | 2,918 | -71.2% | 0.02% | -76.1% |
| Q2 2017 | $1,017,000 | -33.1% | 10,128 | -32.4% | 0.09% | -44.9% |
| Q1 2017 | $1,520,000 | +23.0% | 14,982 | +22.1% | 0.17% | +0.6% |
| Q4 2016 | $1,236,000 | – | 12,268 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,007,586 | $102,199,000 | 69.36% |
| Barber Financial Group, Inc. | 1,398,363 | $141,836,000 | 23.23% |
| KEATING INVESTMENT COUNSELORS INC | 394,030 | $39,967,000 | 16.86% |
| Deane Retirement Strategies, Inc. | 259,722 | $26,434,000 | 16.42% |
| GoalFusion Wealth Management, LLC | 171,947 | $17,441,000 | 16.34% |
| San Luis Wealth Advisors LLC | 137,436 | $13,940,000 | 16.01% |
| Paragon Wealth Strategies, LLC | 115,998 | $11,766,000 | 13.21% |
| Tanager Wealth Management LLP | 142,253 | $14,429,000 | 11.90% |
| Charles Carroll Financial Partners, LLC | 88,611 | $8,988,000 | 11.74% |
| New Capital Management LP | 210,383 | $21,223,000 | 11.69% |