ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,297 | +3.0% | 4,987 | +3.7% | 0.03% | -25.0% |
| Q2 2023 | $469,218 | -73.6% | 4,808 | -73.1% | 0.04% | -74.2% |
| Q1 2023 | $1,774,238 | -2.1% | 17,880 | -4.3% | 0.16% | -12.4% |
| Q4 2022 | $1,812,368 | +17.9% | 18,692 | +16.9% | 0.18% | +7.3% |
| Q3 2022 | $1,537,000 | -3.0% | 15,988 | +2.3% | 0.16% | +26.9% |
| Q2 2022 | $1,585,000 | -8.3% | 15,626 | -5.1% | 0.13% | -31.2% |
| Q1 2022 | $1,729,000 | -2.0% | 16,474 | -1.2% | 0.19% | +0.5% |
| Q4 2021 | $1,765,000 | +146.5% | 16,671 | +145.9% | 0.19% | +113.6% |
| Q3 2021 | $716,000 | +34.6% | 6,779 | +35.4% | 0.09% | +29.4% |
| Q2 2021 | $532,000 | +112.8% | 5,006 | +111.9% | 0.07% | +88.9% |
| Q1 2021 | $250,000 | – | 2,362 | – | 0.04% | – |
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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% |