ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 80 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $58,000 | +5.5% | 579 | +2.8% | 0.00% | -20.0% |
| Q4 2018 | $55,000 | +41.0% | 563 | +42.9% | 0.01% | +66.7% |
| Q3 2018 | $39,000 | +69.6% | 394 | +68.4% | 0.00% | +50.0% |
| Q2 2018 | $23,000 | +43.8% | 234 | +47.2% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | 0.0% | 159 | +0.6% | 0.00% | -33.3% |
| Q2 2016 | $16,000 | 0.0% | 158 | +0.6% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | -5.9% | 157 | -7.1% | 0.00% | 0.0% |
| Q4 2015 | $17,000 | – | 169 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALTFEST L J & CO INC | 384,121 | $39,972,000 | 10.63% |
| KEATING INVESTMENT COUNSELORS INC | 177,090 | $18,428,000 | 9.65% |
| Wechter Feldman Wealth Management, Inc. | 105,905 | $11,020,000 | 8.65% |
| New Capital Management LP | 61,137 | $6,362,000 | 7.00% |
| Stordahl Capital Management, Inc. | 122,699 | $12,768,000 | 6.61% |
| Arbor Investment Advisors, LLC | 217,617 | $22,645,000 | 5.91% |
| Landmark Financial Advisors, LLC | 176,058 | $18,232,000 | 5.78% |
| Smith & Howard Wealth Management, LLC | 91,410 | $9,512,000 | 5.61% |
| American Money Management, LLC | 117,863 | $12,265,000 | 5.56% |
| Parcion Private Wealth LLC | 322,390 | $33,377,000 | 5.10% |