ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 595 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,941 | +6.9% | 5,344 | +7.6% | 0.05% | +17.1% |
| Q2 2023 | $484,682 | -8.4% | 4,966 | -6.9% | 0.04% | -12.8% |
| Q1 2023 | $529,393 | -52.0% | 5,335 | -52.7% | 0.05% | -51.0% |
| Q4 2022 | $1,103,899 | +10.7% | 11,285 | +8.7% | 0.10% | -6.8% |
| Q3 2022 | $997,000 | +254.8% | 10,383 | +273.6% | 0.10% | +281.5% |
| Q2 2022 | $281,000 | +15.2% | 2,779 | +19.3% | 0.03% | +28.6% |
| Q1 2022 | $244,000 | -99.2% | 2,329 | +689.5% | 0.02% | +425.0% |
| Q2 2020 | $30,205,000 | – | 295 | – | 0.00% | – |
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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% |