ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 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% | – |
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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% |