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 | $10,156,795 | -33.4% | 104,796 | -31.8% | 3.52% | -39.5% |
| Q1 2023 | $15,240,078 | -12.1% | 153,583 | -14.1% | 5.82% | -22.0% |
| Q4 2022 | $17,340,807 | -19.4% | 178,845 | -20.1% | 7.46% | -36.8% |
| Q3 2022 | $21,512,000 | +1.4% | 223,828 | +6.4% | 11.80% | +1.0% |
| Q2 2022 | $21,223,000 | +68.4% | 210,383 | +75.2% | 11.69% | +28.8% |
| Q1 2022 | $12,602,000 | +8.8% | 120,085 | +9.7% | 9.07% | +50.7% |
| Q4 2021 | $11,588,000 | +3.8% | 109,445 | +3.4% | 6.02% | -2.0% |
| Q3 2021 | $11,166,000 | +35.4% | 105,812 | +35.6% | 6.14% | -16.5% |
| Q1 2021 | $8,247,000 | +12.1% | 78,010 | +10.7% | 7.35% | +94.2% |
| Q4 2020 | $7,357,000 | +15.6% | 70,451 | +15.2% | 3.79% | -45.9% |
| Q3 2020 | $6,362,000 | +69.9% | 61,137 | +67.2% | 7.00% | +37.8% |
| Q2 2020 | $3,744,000 | +6.0% | 36,561 | +3.4% | 5.08% | -24.1% |
| Q1 2020 | $3,532,000 | -0.7% | 35,357 | +0.1% | 6.69% | +13.5% |
| Q4 2019 | $3,557,000 | -28.8% | 35,318 | -1.9% | 5.89% | +41.0% |
| Q3 2019 | $4,996,000 | +37.3% | 35,996 | -0.5% | 4.18% | -34.5% |
| Q2 2019 | $3,640,000 | +5.8% | 36,185 | +4.8% | 6.38% | -34.3% |
| Q1 2019 | $3,441,000 | -2.0% | 34,521 | -3.6% | 9.70% | +51.2% |
| Q4 2018 | $3,511,000 | +3.8% | 35,826 | +4.6% | 6.42% | +16.4% |
| Q3 2018 | $3,383,000 | +1.0% | 34,248 | +4.3% | 5.51% | -7.9% |
| Q2 2018 | $3,349,000 | +4.5% | 32,841 | +2.6% | 5.98% | -28.1% |
| Q1 2018 | $3,205,000 | -2.7% | 32,005 | -2.9% | 8.32% | +107.4% |
| Q4 2017 | $3,293,000 | +2.7% | 32,971 | +3.2% | 4.01% | -29.8% |
| Q3 2017 | $3,207,000 | -0.4% | 31,945 | +0.6% | 5.71% | -3.2% |
| Q2 2017 | $3,221,000 | 0.0% | 31,746 | 0.0% | 5.90% | 0.0% |
| Q1 2017 | $3,221,000 | +0.4% | 31,746 | -0.3% | 5.90% | +27.0% |
| Q4 2016 | $3,208,000 | – | 31,850 | – | 4.65% | – |
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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% |