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 | $282,119 | -2.4% | 2,911 | -1.9% | 0.09% | -1.1% |
Q2 2023 | $289,170 | -92.0% | 2,966 | -91.8% | 0.09% | -91.5% |
Q1 2023 | $3,596,904 | -68.1% | 36,274 | -68.8% | 1.05% | -70.6% |
Q4 2022 | $11,283,092 | +22.9% | 116,369 | +21.8% | 3.58% | +12.6% |
Q3 2022 | $9,182,000 | +1.0% | 95,534 | +6.6% | 3.18% | +2.4% |
Q2 2022 | $9,088,000 | +12.7% | 89,599 | +16.6% | 3.10% | +21.0% |
Q1 2022 | $8,063,000 | +61.6% | 76,831 | +63.1% | 2.57% | +48.8% |
Q4 2021 | $4,988,000 | +68.1% | 47,108 | +67.7% | 1.72% | +49.9% |
Q3 2021 | $2,968,000 | +98.0% | 28,099 | +99.3% | 1.15% | +79.6% |
Q2 2021 | $1,499,000 | +5665.4% | 14,099 | +5539.6% | 0.64% | +5727.3% |
Q1 2021 | $26,000 | -99.1% | 250 | -99.1% | 0.01% | -99.5% |
Q2 2018 | $2,899,000 | +3.6% | 29,083 | +4.1% | 2.04% | +10.7% |
Q1 2018 | $2,798,000 | – | 27,937 | – | 1.84% | – |
Q3 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2017 | $4,371,000 | +7.1% | 43,543 | +8.3% | 2.95% | +0.9% |
Q1 2017 | $4,080,000 | +49.7% | 40,218 | +48.6% | 2.92% | +45.7% |
Q4 2016 | $2,725,000 | – | 27,059 | – | 2.00% | – |
Download |
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% |