ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,093,090 | +9.6% | 73,185 | +10.4% | 4.04% | +5.8% |
Q2 2023 | $6,469,416 | +10.2% | 66,285 | +12.1% | 3.82% | +9.8% |
Q1 2023 | $5,867,966 | -20.1% | 59,135 | -21.9% | 3.48% | -20.8% |
Q4 2022 | $7,345,690 | +17.6% | 75,760 | +16.6% | 4.39% | +10.8% |
Q3 2022 | $6,244,000 | +28.4% | 64,970 | +35.5% | 3.96% | +34.3% |
Q2 2022 | $4,863,000 | +6.9% | 47,945 | +6.9% | 2.95% | +17.1% |
Q1 2022 | $4,549,000 | -2.7% | 44,845 | +1.5% | 2.52% | +0.2% |
Q4 2021 | $4,677,000 | +14.7% | 44,170 | +14.4% | 2.52% | +4.0% |
Q3 2021 | $4,077,000 | +1.6% | 38,595 | +2.3% | 2.42% | -0.5% |
Q2 2021 | $4,013,000 | +0.8% | 37,745 | +0.2% | 2.43% | +0.1% |
Q1 2021 | $3,982,000 | +2.9% | 37,670 | +1.7% | 2.43% | -6.2% |
Q4 2020 | $3,869,000 | +0.8% | 37,045 | +0.4% | 2.59% | -5.2% |
Q3 2020 | $3,839,000 | +1.9% | 36,895 | +0.3% | 2.73% | -16.3% |
Q2 2020 | $3,767,000 | +2.5% | 36,795 | 0.0% | 3.26% | -11.0% |
Q1 2020 | $3,676,000 | -3.4% | 36,795 | -2.6% | 3.66% | +15.7% |
Q4 2019 | $3,806,000 | -3.8% | 37,795 | -4.3% | 3.17% | -6.9% |
Q3 2019 | $3,956,000 | -5.0% | 39,495 | -4.6% | 3.40% | -3.0% |
Q2 2019 | $4,163,000 | -1.5% | 41,393 | -2.4% | 3.51% | -5.4% |
Q1 2019 | $4,226,000 | -13.7% | 42,400 | -15.2% | 3.71% | -18.5% |
Q4 2018 | $4,899,000 | – | 49,980 | – | 4.55% | – |
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% |