ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,536,807 | -29.2% | 284,119 | -28.7% | 0.50% | -29.0% |
| Q2 2023 | $38,902,327 | +3.1% | 398,590 | +4.8% | 0.71% | -14.8% |
| Q1 2023 | $37,735,143 | +64.1% | 380,280 | +60.4% | 0.83% | +46.0% |
| Q4 2022 | $22,991,947 | +3.1% | 237,128 | +2.2% | 0.57% | -10.8% |
| Q3 2022 | $22,298,000 | -5.3% | 232,010 | -0.1% | 0.64% | -4.6% |
| Q2 2022 | $23,558,000 | +16.3% | 232,264 | +20.3% | 0.67% | +29.4% |
| Q1 2022 | $20,264,000 | +13.6% | 193,100 | +14.6% | 0.52% | +15.4% |
| Q4 2021 | $17,844,000 | +49.8% | 168,535 | +49.4% | 0.45% | +30.6% |
| Q3 2021 | $11,913,000 | +94.5% | 112,774 | +95.0% | 0.34% | +73.2% |
| Q2 2021 | $6,125,000 | +24.1% | 57,829 | +23.8% | 0.20% | +3.1% |
| Q1 2021 | $4,937,000 | – | 46,697 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
| GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
| M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
| Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
| JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
| AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
| 3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
| TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |