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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800,453 | -2.5% | 8,259 | -1.9% | 0.07% | -2.9% |
| Q2 2023 | $821,349 | -10.3% | 8,415 | -8.8% | 0.07% | -17.6% |
| Q1 2023 | $915,903 | -10.0% | 9,230 | -12.1% | 0.08% | -18.3% |
| Q4 2022 | $1,017,863 | -53.1% | 10,497 | -53.6% | 0.10% | -16.1% |
| Q3 2022 | $2,171,000 | -11.5% | 22,628 | -6.6% | 0.12% | -12.1% |
| Q2 2022 | $2,453,000 | +159.0% | 24,219 | +168.3% | 0.14% | +206.5% |
| Q1 2022 | $947,000 | +12.1% | 9,027 | +12.7% | 0.05% | -44.6% |
| Q4 2021 | $845,000 | -5.3% | 8,010 | -4.7% | 0.08% | -9.8% |
| Q2 2021 | $892,000 | +22.5% | 8,409 | +22.1% | 0.09% | -6.1% |
| Q1 2021 | $728,000 | +65.1% | 6,887 | +63.0% | 0.10% | +50.8% |
| Q4 2020 | $441,000 | +0.2% | 4,225 | 0.0% | 0.06% | -9.7% |
| Q3 2020 | $440,000 | -3.9% | 4,225 | -5.6% | 0.07% | -13.3% |
| Q2 2020 | $458,000 | -13.1% | 4,475 | -15.2% | 0.08% | -31.4% |
| Q1 2020 | $527,000 | -9.8% | 5,275 | -9.0% | 0.12% | +37.5% |
| Q4 2019 | $584,000 | -21.2% | 5,795 | -21.6% | 0.09% | -42.9% |
| Q3 2019 | $741,000 | -3.6% | 7,395 | -3.3% | 0.15% | +52.5% |
| Q2 2019 | $769,000 | +0.8% | 7,645 | 0.0% | 0.10% | -40.6% |
| Q1 2019 | $763,000 | +3.4% | 7,645 | +1.6% | 0.17% | -14.6% |
| Q4 2018 | $738,000 | – | 7,525 | – | 0.20% | – |
Download | ||||||
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% |