ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,590 | +20.6% | 27 | +22.7% | 0.00% | – |
| Q2 2023 | $2,147 | -5.9% | 22 | -4.3% | 0.00% | – |
| Q1 2023 | $2,282 | +7.0% | 23 | +4.5% | 0.00% | – |
| Q4 2022 | $2,133 | +6.6% | 22 | +10.0% | 0.00% | – |
| Q3 2022 | $2,000 | -60.0% | 20 | -61.5% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | +150.0% | 52 | +160.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | -84.6% | 20 | -83.6% | 0.00% | -100.0% |
| Q1 2021 | $13,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | 0.0% | 122 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $13,000 | +30.0% | 122 | +19.6% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | 0.0% | 102 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $10,000 | 0.0% | 102 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $10,000 | +42.9% | 102 | +45.7% | 0.01% | +20.0% |
| Q3 2019 | $7,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | -30.0% | 70 | -27.8% | 0.01% | -37.5% |
| Q1 2019 | $10,000 | 0.0% | 97 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $10,000 | – | 97 | – | 0.01% | – |
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% |