ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,212 | -98.0% | 3,665 | -97.9% | 0.17% | -97.9% |
| Q2 2023 | $17,357,965 | -5.8% | 177,848 | -4.3% | 7.99% | -10.9% |
| Q1 2023 | $18,436,406 | +5958.1% | 185,795 | +5818.9% | 8.96% | +5914.1% |
| Q4 2022 | $304,326 | +0.8% | 3,139 | 0.0% | 0.15% | +8.0% |
| Q3 2022 | $302,000 | -98.7% | 3,139 | -98.6% | 0.14% | -98.6% |
| Q2 2022 | $22,501,000 | -3.2% | 221,839 | -0.6% | 10.09% | +8.3% |
| Q1 2022 | $23,236,000 | +25.6% | 223,127 | +27.7% | 9.32% | +37.1% |
| Q4 2021 | $18,505,000 | +3.9% | 174,777 | +3.6% | 6.80% | -0.6% |
| Q3 2021 | $17,815,000 | -7.1% | 168,650 | -6.5% | 6.84% | -6.5% |
| Q2 2021 | $19,179,000 | +20.4% | 180,404 | +19.7% | 7.31% | +16.5% |
| Q1 2021 | $15,930,000 | +9982.3% | 150,677 | +9839.1% | 6.28% | +9709.4% |
| Q4 2020 | $158,000 | – | 1,516 | – | 0.06% | – |
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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% |