ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239,809 | -9.9% | 2,462 | -8.2% | 0.05% | -16.9% |
| Q1 2023 | $266,104 | -26.1% | 2,682 | -27.4% | 0.06% | -25.3% |
| Q4 2022 | $360,269 | -96.2% | 3,694 | -96.0% | 0.08% | -96.2% |
| Q1 2022 | $9,602,000 | -0.1% | 91,500 | +0.0% | 2.08% | -1.0% |
| Q4 2021 | $9,610,000 | +2950.8% | 91,455 | +2833.1% | 2.10% | +1621.3% |
| Q4 2019 | $315,000 | -7.6% | 3,118 | -8.5% | 0.12% | -19.7% |
| Q3 2019 | $341,000 | -6.6% | 3,406 | -6.1% | 0.15% | -11.1% |
| Q2 2019 | $365,000 | -47.3% | 3,627 | -47.8% | 0.17% | -54.4% |
| Q1 2019 | $693,000 | +51.6% | 6,953 | +49.0% | 0.38% | +26.3% |
| Q4 2018 | $457,000 | – | 4,667 | – | 0.30% | – |
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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% |