ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $812,271 | -4.9% | 8,381 | -4.3% | 0.16% | -2.4% |
Q2 2023 | $854,570 | -9.5% | 8,756 | -7.9% | 0.16% | -16.2% |
Q1 2023 | $943,760 | -15.4% | 9,511 | -17.3% | 0.20% | -23.0% |
Q4 2022 | $1,115,121 | -52.5% | 11,501 | -52.9% | 0.26% | -54.1% |
Q3 2022 | $2,348,000 | +24.5% | 24,430 | +32.4% | 0.56% | +40.9% |
Q2 2022 | $1,886,000 | -12.6% | 18,450 | -10.3% | 0.40% | -11.6% |
Q1 2022 | $2,159,000 | -13.2% | 20,570 | -14.1% | 0.45% | -13.8% |
Q4 2021 | $2,486,000 | +184.4% | 23,942 | +189.2% | 0.52% | +162.6% |
Q3 2021 | $874,000 | +7.1% | 8,278 | +7.8% | 0.20% | +5.9% |
Q2 2021 | $816,000 | -1.2% | 7,680 | -1.0% | 0.19% | -6.0% |
Q1 2021 | $826,000 | +37.2% | 7,761 | +35.7% | 0.20% | +30.1% |
Q4 2020 | $602,000 | -41.1% | 5,719 | -41.8% | 0.15% | -56.3% |
Q3 2020 | $1,022,000 | 0.0% | 9,826 | -0.4% | 0.35% | -2.0% |
Q2 2020 | $1,022,000 | – | 9,868 | – | 0.36% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |