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 ↓ |
|---|---|---|---|
| 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% |