ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $70,940 | -41.0% | 727 | -40.0% | 0.03% | -51.6% |
| Q1 2023 | $120,273 | -46.1% | 1,212 | -47.3% | 0.06% | -50.4% |
| Q4 2022 | $222,997 | -16.8% | 2,300 | -17.5% | 0.12% | -24.2% |
| Q3 2022 | $268,000 | -3.2% | 2,789 | +2.1% | 0.16% | -1.2% |
| Q2 2022 | $277,000 | -0.7% | 2,732 | +2.7% | 0.17% | +1.8% |
| Q1 2022 | $279,000 | +9.8% | 2,660 | +10.7% | 0.16% | +8.6% |
| Q4 2021 | $254,000 | +11.4% | 2,403 | +12.1% | 0.15% | -6.8% |
| Q2 2021 | $228,000 | +300.0% | 2,144 | +300.0% | 0.16% | +237.5% |
| Q1 2021 | $57,000 | 0.0% | 536 | -1.1% | 0.05% | +2.1% |
| Q4 2020 | $57,000 | +612.5% | 542 | +561.0% | 0.05% | +487.5% |
| Q3 2020 | $8,000 | – | 82 | – | 0.01% | – |
Download | ||||||
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% |