ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 228 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,106,559 | -17.2% | 186,820 | -16.6% | 0.37% | -13.9% |
| Q2 2023 | $21,873,339 | +8534.9% | 224,112 | +8678.4% | 0.43% | +4210.0% |
| Q1 2023 | $253,312 | -32.6% | 2,553 | -34.1% | 0.01% | -28.6% |
| Q4 2022 | $375,795 | +1195.8% | 3,876 | +1294.2% | 0.01% | +600.0% |
| Q1 2021 | $29,000 | +7.4% | 278 | +7.8% | 0.00% | 0.0% |
| Q4 2020 | $27,000 | +170.0% | 258 | +177.4% | 0.00% | +100.0% |
| Q3 2020 | $10,000 | -16.7% | 93 | -23.1% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +300.0% | 121 | +278.1% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 32 | -3.0% | 0.00% | – |
| Q4 2019 | $3,000 | -91.4% | 33 | -90.6% | 0.00% | -100.0% |
| Q3 2019 | $35,000 | – | 350 | – | 0.01% | – |
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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% |