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 | $17,353,235 | +5.4% | 179,047 | +6.2% | 7.05% | +4.4% |
| Q2 2023 | $16,459,264 | +11.8% | 168,640 | +13.6% | 6.76% | +4.5% |
| Q1 2023 | $14,725,633 | +14.5% | 148,399 | +11.9% | 6.47% | +8.9% |
| Q4 2022 | $12,861,453 | +8.4% | 132,647 | +7.4% | 5.94% | -5.3% |
| Q3 2022 | $11,870,000 | +6.7% | 123,502 | +12.6% | 6.27% | +14.7% |
| Q2 2022 | $11,125,000 | -3.5% | 109,677 | -0.8% | 5.47% | -1.2% |
| Q1 2022 | $11,524,000 | -4.6% | 110,539 | -3.1% | 5.53% | +2.9% |
| Q4 2021 | $12,083,000 | +9.2% | 114,120 | +9.0% | 5.38% | -9.9% |
| Q3 2021 | $11,066,000 | -8.1% | 104,669 | -7.6% | 5.96% | +3.6% |
| Q2 2021 | $12,038,000 | +8.8% | 113,234 | +8.2% | 5.76% | -3.4% |
| Q1 2021 | $11,066,000 | -47.2% | 104,669 | -47.7% | 5.96% | +0.9% |
| Q4 2020 | $20,944,000 | +14.9% | 200,188 | +13.7% | 5.91% | +2.3% |
| Q3 2020 | $18,232,000 | +180.7% | 176,058 | +178.0% | 5.78% | +36.3% |
| Q2 2020 | $6,496,000 | +175.3% | 63,323 | +172.2% | 4.24% | +162.0% |
| Q1 2020 | $2,360,000 | +145.8% | 23,260 | +144.4% | 1.62% | +189.4% |
| Q4 2019 | $960,000 | +182.4% | 9,516 | +180.3% | 0.56% | +164.9% |
| Q3 2019 | $340,000 | – | 3,395 | – | 0.21% | – |
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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% |