ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 564 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,925,762 | +3.1% | 170,125 | +2.0% | 1.84% | -8.7% |
| Q1 2024 | $16,412,199 | 0.0% | 166,756 | 0.0% | 2.01% | 0.0% |
| Q4 2023 | $16,412,199 | -2.3% | 166,756 | -3.8% | 2.01% | -11.3% |
| Q3 2023 | $16,802,586 | -19.0% | 173,366 | -18.5% | 2.27% | -16.2% |
| Q2 2023 | $20,752,867 | -0.5% | 212,632 | +1.1% | 2.71% | -20.3% |
| Q1 2023 | $20,865,068 | +7.9% | 210,270 | +5.5% | 3.40% | -1.9% |
| Q4 2022 | $19,329,792 | +1.3% | 199,358 | +0.4% | 3.46% | -10.7% |
| Q3 2022 | $19,082,000 | -5.9% | 198,539 | -0.7% | 3.88% | -23.5% |
| Q2 2022 | $20,285,000 | -5.7% | 199,993 | -1.6% | 5.07% | +14.1% |
| Q4 2021 | $21,517,000 | +5.4% | 203,221 | +5.1% | 4.44% | -9.6% |
| Q3 2021 | $20,417,000 | +8.5% | 193,286 | +9.2% | 4.91% | +9.6% |
| Q2 2021 | $18,822,000 | +13842.2% | 177,049 | +12995.3% | 4.48% | +4168.6% |
| Q3 2015 | $135,000 | 0.0% | 1,352 | 0.0% | 0.10% | +2.9% |
| Q2 2015 | $135,000 | +145.5% | 1,352 | +144.5% | 0.10% | +88.9% |
| Q4 2014 | $55,000 | – | 553 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 111,858 | $11,175,000 | 27.29% |
| KEATING INVESTMENT COUNSELORS INC | 177,285 | $17,711,000 | 10.82% |
| Quaker Wealth Management, LLC | 132,321 | $13,219,000 | 9.39% |
| Lee Financial Co | 280,034 | $27,975,000 | 9.28% |
| Stordahl Capital Management, Inc. | 119,922 | $12,109,000 | 7.48% |
| New Capital Management LP | 35,357 | $3,532,000 | 6.69% |
| LWS Wealth Advisors, Inc. | 99,953 | $9,806,000 | 6.38% |
| ALTFEST L J & CO INC | 203,449 | $20,325,000 | 6.36% |
| American Money Management, LLC | 113,478 | $11,336,000 | 6.35% |
| Parcion Private Wealth LLC | 201,527 | $20,133,000 | 5.55% |