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 | $319,061 | -0.7% | 3,292 | 0.0% | 0.14% | +2.2% |
| Q2 2023 | $321,299 | -1.6% | 3,292 | 0.0% | 0.14% | -10.5% |
| Q1 2023 | $326,665 | +2.3% | 3,292 | 0.0% | 0.15% | -2.5% |
| Q4 2022 | $319,192 | +4.0% | 3,292 | +3.1% | 0.16% | -8.7% |
| Q3 2022 | $307,000 | +16.7% | 3,194 | +23.2% | 0.17% | +24.6% |
| Q2 2022 | $263,000 | +0.4% | 2,592 | +4.0% | 0.14% | +8.7% |
| Q1 2022 | $262,000 | – | 2,492 | – | 0.13% | – |
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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% |