ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 265 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $272,000 | +1.1% | 2,578 | +0.9% | 0.06% | -7.4% |
Q3 2021 | $269,000 | +2.3% | 2,555 | +3.4% | 0.07% | +3.0% |
Q2 2021 | $263,000 | -7.1% | 2,470 | -8.1% | 0.07% | -15.4% |
Q1 2021 | $283,000 | -7.2% | 2,687 | -8.5% | 0.08% | -13.3% |
Q4 2020 | $305,000 | -79.1% | 2,937 | +4.5% | 0.09% | +275.0% |
Q3 2020 | $1,457,000 | +431.8% | 2,810 | +4.9% | 0.02% | -76.2% |
Q2 2020 | $274,000 | +15.6% | 2,678 | +12.7% | 0.10% | -9.0% |
Q1 2020 | $237,000 | +3.9% | 2,377 | +4.4% | 0.11% | +30.6% |
Q4 2019 | $228,000 | +0.4% | 2,276 | +0.1% | 0.08% | -6.6% |
Q3 2019 | $227,000 | -1.7% | 2,273 | -1.5% | 0.09% | -3.2% |
Q2 2019 | $231,000 | +0.4% | 2,308 | +0.2% | 0.09% | -4.1% |
Q1 2019 | $230,000 | -20.7% | 2,303 | -22.3% | 0.10% | -41.3% |
Q4 2018 | $290,000 | +8.2% | 2,963 | +9.3% | 0.17% | +26.5% |
Q3 2018 | $268,000 | +16.5% | 2,710 | +17.2% | 0.13% | +3.1% |
Q2 2018 | $230,000 | – | 2,312 | – | 0.13% | – |
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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% |