ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,890 | -25.4% | 153 | -25.0% | 0.00% | -100.0% |
| Q2 2023 | $19,960 | -1.5% | 204 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20,258 | +178.0% | 204 | +172.0% | 0.00% | – |
| Q4 2022 | $7,286 | +82.2% | 75 | +87.5% | 0.00% | – |
| Q3 2022 | $4,000 | +300.0% | 40 | +300.0% | 0.00% | – |
| Q1 2022 | $1,000 | -93.8% | 10 | -93.7% | 0.00% | -100.0% |
| Q2 2020 | $16,000 | +166.7% | 159 | +152.4% | 0.00% | – |
| Q1 2020 | $6,000 | 0.0% | 63 | +8.6% | 0.00% | – |
| Q4 2019 | $6,000 | -50.0% | 58 | -50.8% | 0.00% | -100.0% |
| Q3 2019 | $12,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 118 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $11,000 | +83.3% | 118 | +100.0% | 0.00% | +100.0% |
| Q3 2018 | $6,000 | -85.7% | 59 | -86.2% | 0.00% | -83.3% |
| Q2 2018 | $42,000 | -2.3% | 428 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $43,000 | 0.0% | 428 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $43,000 | 0.0% | 428 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $43,000 | +616.7% | 428 | +637.9% | 0.01% | +600.0% |
| Q2 2017 | $6,000 | -50.0% | 58 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | +100.0% | 116 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | – | 58 | – | 0.00% | – |
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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% |