ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,720,947 | +15.0% | 28,074 | +15.8% | 0.50% | +21.7% |
| Q2 2023 | $2,366,915 | -18.0% | 24,251 | -16.7% | 0.41% | -23.9% |
| Q1 2023 | $2,888,215 | +31.9% | 29,106 | +28.9% | 0.54% | +10.9% |
| Q4 2022 | $2,190,061 | +7.8% | 22,587 | +6.9% | 0.49% | +10.9% |
| Q3 2022 | $2,031,000 | +4.3% | 21,135 | +10.1% | 0.44% | -7.2% |
| Q2 2022 | $1,948,000 | +316.2% | 19,201 | +330.1% | 0.47% | +443.7% |
| Q1 2022 | $468,000 | -1.1% | 4,464 | 0.0% | 0.09% | +7.4% |
| Q4 2021 | $473,000 | +0.2% | 4,464 | 0.0% | 0.08% | -6.9% |
| Q3 2021 | $472,000 | – | 4,464 | – | 0.09% | – |
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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% |