ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,364,584 | +94.0% | 13,841 | +90.7% | 1.17% | +77.2% |
| Q3 2023 | $703,445 | -0.7% | 7,258 | 0.0% | 0.66% | +4.1% |
| Q2 2023 | $708,381 | -1.6% | 7,258 | 0.0% | 0.64% | -4.8% |
| Q1 2023 | $720,211 | +2.3% | 7,258 | 0.0% | 0.67% | -3.2% |
| Q4 2022 | $703,736 | -49.4% | 7,258 | -49.8% | 0.69% | -51.6% |
| Q3 2022 | $1,390,000 | +255.5% | 14,458 | +275.4% | 1.43% | +275.3% |
| Q2 2022 | $391,000 | -50.9% | 3,851 | -49.2% | 0.38% | -45.9% |
| Q1 2022 | $796,000 | +60.2% | 7,583 | +61.6% | 0.70% | +70.2% |
| Q4 2021 | $497,000 | – | 4,693 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD | 148,352 | $14,378,276 | 59.34% |
| First Trust Bank, Ltd. | 65,390 | $6,337,599 | 33.85% |
| KEATING INVESTMENT COUNSELORS INC | 690,057 | $66,880,364 | 22.68% |
| Walker Financial Services, Inc. | 203,538 | $19,726,872 | 19.17% |
| GoalFusion Wealth Management, LLC | 179,393 | $17,386,770 | 12.92% |
| M. Kulyk & Associates, LLC | 458,861 | $44,472,831 | 12.35% |
| Wilshire Advisors LLC | 203,633 | $19,736,109 | 10.96% |
| JEPPSON WEALTH MANAGEMENT, LLC | 212,989 | $20,642,894 | 9.46% |
| Echo45 Advisors LLC | 111,665 | $10,822,606 | 9.18% |
| Northland Capital Management LLC | 130,526 | $12,650,542 | 8.56% |