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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,811,053 | -42.8% | 286,925 | -42.4% | 0.04% | -52.9% |
| Q2 2023 | $48,586,450 | -23.6% | 498,006 | -22.3% | 0.09% | -27.5% |
| Q1 2023 | $63,631,454 | -23.6% | 641,312 | -25.3% | 0.12% | -29.0% |
| Q4 2022 | $83,264,662 | +5.5% | 858,729 | +4.6% | 0.17% | -6.1% |
| Q3 2022 | $78,889,000 | +11.0% | 820,759 | +17.2% | 0.18% | +14.6% |
| Q2 2022 | $71,083,000 | +65.2% | 700,346 | +38.0% | 0.16% | +89.2% |
| Q1 2022 | $43,023,000 | -5.0% | 507,335 | +18.7% | 0.08% | -3.5% |
| Q4 2021 | $45,264,000 | +46.5% | 427,576 | +46.2% | 0.09% | +34.4% |
| Q3 2021 | $30,888,000 | +6.0% | 292,469 | +6.6% | 0.06% | +1.6% |
| Q2 2021 | $29,145,000 | +126.0% | 274,312 | +124.8% | 0.06% | +103.2% |
| Q1 2021 | $12,897,000 | +82.0% | 122,019 | +79.8% | 0.03% | +63.2% |
| Q4 2020 | $7,088,000 | -26.1% | 67,852 | -26.6% | 0.02% | -34.5% |
| Q3 2020 | $9,591,000 | +10.3% | 92,394 | +8.8% | 0.03% | 0.0% |
| Q2 2020 | $8,696,000 | +24.2% | 84,919 | -93.4% | 0.03% | 0.0% |
| Q1 2020 | $7,002,000 | – | 1,296,171 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC | 664,927 | $64,896,915 | 23.46% |
| Walker Financial Services, Inc. | 199,873 | $19,507,589 | 19.27% |
| GoalFusion Wealth Management, LLC | 177,056 | $17,280,666 | 12.73% |
| M. Kulyk & Associates, LLC | 418,583 | $40,853,707 | 11.41% |
| Wilshire Advisors LLC | 203,424 | $19,854,182 | 10.52% |
| TIEDEMANN ADVISORS, LLC | 2,351,945 | $229,549,983 | 9.76% |
| 3EDGE Asset Management, LP | 1,305,889 | $127,454,718 | 9.60% |
| JEPPSON WEALTH MANAGEMENT, LLC | 222,239 | $21,690,526 | 9.44% |
| Echo45 Advisors LLC | 111,820 | $10,913,649 | 9.00% |
| Pinnacle Wealth Management Group, Inc. | 96,202 | $9,389,340 | 8.20% |