ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 260 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,906,499 | +2.0% | 60,942 | +2.7% | 0.02% | +6.7% |
| Q2 2023 | $5,790,120 | -27.1% | 59,325 | -25.9% | 0.02% | -25.0% |
| Q1 2023 | $7,944,354 | +107314.2% | 80,060 | +5.0% | 0.02% | +5.3% |
| Q4 2022 | $7,396 | -99.9% | 76,277 | +16.4% | 0.02% | 0.0% |
| Q3 2022 | $6,296,000 | -2.5% | 65,508 | +2.9% | 0.02% | +5.6% |
| Q2 2022 | $6,459,000 | +14.7% | 63,680 | +18.7% | 0.02% | +28.6% |
| Q1 2022 | $5,631,000 | +9.2% | 53,655 | +10.2% | 0.01% | +16.7% |
| Q4 2021 | $5,157,000 | +14.4% | 48,710 | +14.1% | 0.01% | 0.0% |
| Q3 2021 | $4,508,000 | +6.4% | 42,676 | +7.1% | 0.01% | +9.1% |
| Q2 2021 | $4,235,000 | +12.7% | 39,837 | +12.1% | 0.01% | 0.0% |
| Q1 2021 | $3,759,000 | +19.1% | 35,552 | +17.7% | 0.01% | +22.2% |
| Q4 2020 | $3,156,000 | +4.5% | 30,217 | +4.1% | 0.01% | -10.0% |
| Q3 2020 | $3,020,000 | +9.6% | 29,022 | +7.8% | 0.01% | 0.0% |
| Q2 2020 | $2,756,000 | -28.8% | 26,914 | -30.6% | 0.01% | -44.4% |
| Q1 2020 | $3,873,000 | +9.5% | 38,766 | +10.4% | 0.02% | +38.5% |
| Q4 2019 | $3,536,000 | -5.5% | 35,113 | -6.0% | 0.01% | -13.3% |
| Q3 2019 | $3,743,000 | +344.5% | 37,368 | +345.9% | 0.02% | +400.0% |
| Q2 2019 | $842,000 | +36.5% | 8,380 | +35.7% | 0.00% | -50.0% |
| Q2 2015 | $617,000 | – | 6,175 | – | 0.01% | – |
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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% |