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 | $511,920 | -6.8% | 5,282 | -6.2% | 0.14% | -6.0% |
Q2 2023 | $549,546 | -51.5% | 5,631 | -50.7% | 0.15% | -53.5% |
Q1 2023 | $1,134,176 | +2.3% | 11,430 | 0.0% | 0.32% | -9.5% |
Q4 2022 | $1,108,230 | +15.4% | 11,430 | +14.4% | 0.36% | -13.5% |
Q3 2022 | $960,000 | +25.3% | 9,993 | +30.2% | 0.42% | -29.2% |
Q1 2020 | $766,000 | – | 7,676 | – | 0.59% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Counterpoint Mutual Funds LLC | 1,007,586 | $102,199,000 | 69.36% |
Barber Financial Group, Inc. | 1,398,363 | $141,836,000 | 23.23% |
KEATING INVESTMENT COUNSELORS INC | 394,030 | $39,967,000 | 16.86% |
Deane Retirement Strategies, Inc. | 259,722 | $26,434,000 | 16.42% |
GoalFusion Wealth Management, LLC | 171,947 | $17,441,000 | 16.34% |
San Luis Wealth Advisors LLC | 137,436 | $13,940,000 | 16.01% |
Paragon Wealth Strategies, LLC | 115,998 | $11,766,000 | 13.21% |
Tanager Wealth Management LLP | 142,253 | $14,429,000 | 11.90% |
Charles Carroll Financial Partners, LLC | 88,611 | $8,988,000 | 11.74% |
New Capital Management LP | 210,383 | $21,223,000 | 11.69% |