ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $259,569 | +24.5% | 2,678,176 | +25.4% | 0.82% | +27.2% |
Q2 2023 | $208,419 | +33.3% | 2,135,441 | +35.5% | 0.65% | +27.7% |
Q1 2023 | $156,348 | +64.9% | 1,575,610 | +61.1% | 0.51% | +55.7% |
Q4 2022 | $94,842 | -65.9% | 978,157 | +37092.3% | 0.32% | +32400.0% |
Q4 2021 | $278,000 | -26.6% | 2,630 | -26.8% | 0.00% | 0.0% |
Q3 2021 | $379,000 | – | 3,591 | – | 0.00% | – |
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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% |