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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,297 | -23.8% | 3,542 | -23.3% | 0.07% | -20.2% |
| Q2 2023 | $450,724 | -3.7% | 4,618 | -2.5% | 0.08% | -42.1% |
| Q1 2023 | $467,883 | -5.0% | 4,734 | -6.1% | 0.14% | -7.6% |
| Q4 2022 | $492,363 | -4.2% | 5,043 | -5.8% | 0.16% | -22.3% |
| Q3 2022 | $514,000 | -5.2% | 5,355 | +0.2% | 0.20% | -35.0% |
| Q2 2022 | $542,000 | -9.2% | 5,343 | -6.0% | 0.31% | +2.3% |
| Q1 2022 | $597,000 | -3.2% | 5,687 | -2.4% | 0.30% | -15.6% |
| Q4 2021 | $617,000 | +9.2% | 5,826 | +8.9% | 0.36% | +39.5% |
| Q3 2021 | $565,000 | +36.8% | 5,350 | -61.2% | 0.26% | +42.5% |
| Q2 2021 | $413,000 | +3076.9% | 13,790 | +37.5% | 0.18% | +2916.7% |
| Q1 2021 | $13,000 | +333.3% | 10,027 | +37037.0% | 0.01% | +500.0% |
| Q4 2020 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $3,000 | – | 27 | – | 0.00% | – |
Download | ||||||
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% |