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 | $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 ↓ |
|---|---|---|---|
| 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% |