ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,829,608 | +0.5% | 111,737 | +1.2% | 0.12% | -2.5% |
| Q2 2023 | $10,779,381 | -5.9% | 110,444 | -4.4% | 0.12% | -14.7% |
| Q1 2023 | $11,460,235 | -3.0% | 115,561 | -6.6% | 0.14% | -55.2% |
| Q4 2022 | $11,817,186 | -37.8% | 123,737 | -37.4% | 0.32% | +2.2% |
| Q3 2022 | $18,995,000 | -10.3% | 197,637 | -5.4% | 0.31% | -11.1% |
| Q2 2022 | $21,185,000 | +81.2% | 208,860 | +87.4% | 0.35% | +86.7% |
| Q1 2022 | $11,694,000 | +39.6% | 111,433 | +40.9% | 0.19% | +49.2% |
| Q4 2021 | $8,374,000 | +2163.2% | 79,087 | +2160.3% | 0.13% | +1300.0% |
| Q3 2021 | $370,000 | -64.2% | 3,499 | -66.3% | 0.01% | -86.6% |
| Q1 2019 | $1,034,000 | -10.4% | 10,375 | -11.9% | 0.07% | -9.5% |
| Q4 2018 | $1,154,000 | -74.4% | 11,777 | +26071.1% | 0.07% | +7300.0% |
| Q2 2017 | $4,501,000 | – | 45 | – | 0.00% | – |
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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% |