ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $762,196 | -3.2% | 7,809 | -1.6% | 0.06% | -12.1% |
| Q1 2023 | $787,329 | +5.4% | 7,934 | +3.0% | 0.07% | -9.6% |
| Q4 2022 | $746,702 | +267.8% | 7,701 | +279.4% | 0.07% | +32.7% |
| Q2 2019 | $203,000 | 0.0% | 2,030 | 0.0% | 0.06% | -11.3% |
| Q1 2019 | $203,000 | -4.7% | 2,030 | -6.1% | 0.06% | -7.5% |
| Q4 2018 | $213,000 | -48.0% | 2,162 | -48.2% | 0.07% | -78.9% |
| Q3 2018 | $410,000 | -1.4% | 4,177 | 0.0% | 0.32% | -13.4% |
| Q2 2018 | $416,000 | -0.5% | 4,177 | 0.0% | 0.37% | -7.3% |
| Q1 2018 | $418,000 | +1.0% | 4,177 | +0.7% | 0.40% | -8.8% |
| Q4 2017 | $414,000 | – | 4,149 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALTFEST L J & CO INC | 384,121 | $39,972,000 | 10.63% |
| KEATING INVESTMENT COUNSELORS INC | 177,090 | $18,428,000 | 9.65% |
| Wechter Feldman Wealth Management, Inc. | 105,905 | $11,020,000 | 8.65% |
| New Capital Management LP | 61,137 | $6,362,000 | 7.00% |
| Stordahl Capital Management, Inc. | 122,699 | $12,768,000 | 6.61% |
| Arbor Investment Advisors, LLC | 217,617 | $22,645,000 | 5.91% |
| Landmark Financial Advisors, LLC | 176,058 | $18,232,000 | 5.78% |
| Smith & Howard Wealth Management, LLC | 91,410 | $9,512,000 | 5.61% |
| American Money Management, LLC | 117,863 | $12,265,000 | 5.56% |
| Parcion Private Wealth LLC | 322,390 | $33,377,000 | 5.10% |