ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $24,728,000 | -34.9% | 243,796 | -32.6% | 4.21% | -26.5% |
Q1 2022 | $37,972,000 | -4.1% | 361,842 | -3.2% | 5.72% | -0.7% |
Q4 2021 | $39,580,000 | +0.9% | 373,821 | +0.7% | 5.76% | -11.1% |
Q3 2021 | $39,215,000 | +1.5% | 371,251 | +2.1% | 6.48% | -1.2% |
Q2 2021 | $38,649,000 | – | 363,547 | – | 6.56% | – |
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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% |