ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,922,159 | -21.9% | 40,468 | -21.3% | 0.30% | -34.2% |
| Q2 2023 | $5,018,787 | -12.0% | 51,422 | -10.6% | 0.46% | +26.8% |
| Q1 2023 | $5,704,419 | -3.1% | 57,487 | -5.3% | 0.36% | -38.5% |
| Q4 2022 | $5,887,345 | -7.6% | 60,719 | -8.4% | 0.59% | +138.5% |
| Q3 2022 | $6,374,000 | +0.1% | 66,320 | +5.7% | 0.25% | -71.9% |
| Q2 2022 | $6,365,000 | +8.6% | 62,751 | +12.3% | 0.88% | +39.4% |
| Q1 2022 | $5,863,000 | +54.4% | 55,874 | +55.8% | 0.63% | +59.9% |
| Q4 2021 | $3,797,000 | -5.7% | 35,863 | -5.6% | 0.39% | -22.9% |
| Q3 2021 | $4,025,000 | +57.0% | 37,972 | +57.5% | 0.51% | +42.7% |
| Q2 2021 | $2,564,000 | +3.6% | 24,116 | +3.0% | 0.36% | -15.8% |
| Q1 2021 | $2,475,000 | +12.0% | 23,415 | +10.7% | 0.42% | -6.6% |
| Q4 2020 | $2,209,000 | -16.3% | 21,150 | -16.6% | 0.46% | -27.4% |
| Q3 2020 | $2,638,000 | +140.7% | 25,350 | +136.9% | 0.63% | +120.0% |
| Q2 2020 | $1,096,000 | +10.8% | 10,700 | +8.1% | 0.28% | -15.2% |
| Q1 2020 | $989,000 | -9.4% | 9,900 | -8.8% | 0.34% | +17.9% |
| Q4 2019 | $1,092,000 | +77.3% | 10,850 | +76.4% | 0.28% | +61.0% |
| Q3 2019 | $616,000 | – | 6,150 | – | 0.18% | – |
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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% |