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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $385,000 | +2.4% | 3,634 | +2.2% | 0.16% | -5.4% |
| Q3 2021 | $376,000 | +2.7% | 3,556 | +3.3% | 0.17% | +3.1% |
| Q2 2021 | $366,000 | -3.7% | 3,444 | -4.2% | 0.16% | -7.4% |
| Q1 2021 | $380,000 | +83.6% | 3,594 | +81.2% | 0.18% | +66.0% |
| Q4 2020 | $207,000 | -26.1% | 1,983 | -26.2% | 0.11% | -32.9% |
| Q3 2020 | $280,000 | +6.1% | 2,687 | +4.2% | 0.16% | -0.6% |
| Q2 2020 | $264,000 | -80.7% | 2,578 | -81.2% | 0.16% | -83.6% |
| Q1 2020 | $1,371,000 | +0.7% | 13,720 | +1.5% | 0.97% | +9.4% |
| Q4 2019 | $1,361,000 | +8.4% | 13,512 | +7.7% | 0.88% | -2.0% |
| Q3 2019 | $1,256,000 | +6.8% | 12,542 | +7.3% | 0.90% | +1.9% |
| Q2 2019 | $1,176,000 | +5.1% | 11,689 | +4.2% | 0.88% | +1.7% |
| Q1 2019 | $1,119,000 | +9.4% | 11,223 | +7.5% | 0.87% | -3.1% |
| Q4 2018 | $1,023,000 | – | 10,441 | – | 0.90% | – |
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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% |