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 | $16,102,181 | -34.9% | 166,139 | -34.5% | 0.28% | -33.0% |
| Q2 2023 | $24,747,716 | +322303.8% | 253,563 | +227.8% | 0.42% | +168.4% |
| Q1 2023 | $7,676 | +83.9% | 77,351 | +79.7% | 0.16% | +39.8% |
| Q4 2022 | $4,173 | -99.9% | 43,040 | +27.6% | 0.11% | +8.7% |
| Q3 2022 | $3,241,000 | -4.4% | 33,718 | +0.9% | 0.10% | -1.9% |
| Q2 2022 | $3,389,000 | -26.7% | 33,412 | -24.1% | 0.11% | -24.8% |
| Q1 2022 | $4,621,000 | -0.5% | 44,034 | +0.4% | 0.14% | +2.2% |
| Q4 2021 | $4,644,000 | +10.4% | 43,863 | +10.1% | 0.14% | +0.7% |
| Q3 2021 | $4,208,000 | +176.7% | 39,834 | +178.5% | 0.14% | +153.7% |
| Q2 2021 | $1,521,000 | +18.0% | 14,305 | +17.3% | 0.05% | +1.9% |
| Q1 2021 | $1,289,000 | – | 12,191 | – | 0.05% | – |
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% |