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 | $709,237 | -4.8% | 7,317 | -4.1% | 1.23% | -1.5% |
| Q2 2023 | $744,982 | -32.0% | 7,633 | -30.9% | 1.25% | -34.9% |
| Q1 2023 | $1,095,825 | +88415.8% | 11,043 | -13.5% | 1.92% | -20.0% |
| Q4 2022 | $1,238 | -99.9% | 12,771 | -17.4% | 2.40% | -23.4% |
| Q3 2022 | $1,486,000 | -19.2% | 15,466 | -14.7% | 3.13% | -23.0% |
| Q2 2022 | $1,840,000 | +2.2% | 18,140 | +5.7% | 4.07% | +15.3% |
| Q1 2022 | $1,801,000 | -8.7% | 17,159 | -7.9% | 3.53% | +16.7% |
| Q4 2021 | $1,973,000 | +11.6% | 18,632 | +11.3% | 3.02% | +5.6% |
| Q3 2021 | $1,768,000 | – | 16,733 | – | 2.86% | – |
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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% |