ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,084 | +3.6% | 11,180 | +4.3% | 0.33% | +11.0% |
| Q2 2023 | $1,046 | -14.3% | 10,717 | -12.9% | 0.30% | -16.0% |
| Q1 2023 | $1,221 | -15.7% | 12,300 | -17.7% | 0.36% | -18.9% |
| Q4 2022 | $1,449 | -99.9% | 14,946 | +1.8% | 0.44% | -4.6% |
| Q3 2022 | $1,411,000 | -3.2% | 14,684 | +2.2% | 0.46% | +5.7% |
| Q2 2022 | $1,458,000 | -2.7% | 14,370 | +0.6% | 0.44% | +10.1% |
| Q1 2022 | $1,499,000 | +28.9% | 14,280 | +30.1% | 0.40% | +31.2% |
| Q4 2021 | $1,163,000 | -30.8% | 10,980 | -31.0% | 0.30% | -36.8% |
| Q3 2021 | $1,680,000 | -11.3% | 15,906 | -10.7% | 0.48% | -12.8% |
| Q2 2021 | $1,893,000 | +0.7% | 17,804 | +0.1% | 0.55% | -18.0% |
| Q1 2021 | $1,880,000 | – | 17,779 | – | 0.67% | – |
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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% |