ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,708,440 | -8.2% | 37,274 | -8.2% | 1.22% | -12.2% |
| Q1 2024 | $4,038,360 | +2.3% | 40,615 | +1.5% | 1.38% | -7.4% |
| Q4 2023 | $3,946,272 | -3.0% | 40,027 | -4.6% | 1.50% | -15.1% |
| Q3 2023 | $4,066,528 | +11.1% | 41,958 | +11.9% | 1.76% | +14.4% |
| Q2 2023 | $3,660,377 | -0.9% | 37,504 | +0.7% | 1.54% | -8.7% |
| Q1 2023 | $3,695,274 | +1.4% | 37,239 | -0.9% | 1.69% | -8.0% |
| Q4 2022 | $3,645,238 | +43.0% | 37,595 | +41.7% | 1.83% | +31.7% |
| Q3 2022 | $2,550,000 | -9.3% | 26,534 | -4.3% | 1.39% | -1.9% |
| Q2 2022 | $2,812,000 | -6.0% | 27,723 | -2.8% | 1.42% | +12.3% |
| Q1 2022 | $2,993,000 | +7.2% | 28,517 | +8.2% | 1.26% | +11.0% |
| Q4 2021 | $2,791,000 | +2.3% | 26,356 | +2.0% | 1.14% | -5.2% |
| Q3 2021 | $2,729,000 | -1.1% | 25,832 | -0.5% | 1.20% | -1.4% |
| Q2 2021 | $2,760,000 | -0.1% | 25,961 | -0.6% | 1.22% | +2.9% |
| Q1 2021 | $2,762,000 | +0.8% | 26,126 | -0.4% | 1.18% | -4.0% |
| Q4 2020 | $2,739,000 | -27.7% | 26,225 | -28.0% | 1.24% | -28.1% |
| Q3 2020 | $3,791,000 | -8.2% | 36,433 | -9.7% | 1.72% | -16.7% |
| Q2 2020 | $4,130,000 | +0.1% | 40,337 | -2.3% | 2.06% | -17.2% |
| Q1 2020 | $4,124,000 | +7.2% | 41,281 | +8.4% | 2.49% | +59.0% |
| Q4 2019 | $3,848,000 | +2.2% | 38,099 | +1.4% | 1.56% | -2.6% |
| Q3 2019 | $3,767,000 | +0.4% | 37,559 | +0.0% | 1.61% | -4.9% |
| Q2 2019 | $3,751,000 | +6.5% | 37,558 | +6.4% | 1.69% | +1.6% |
| Q1 2019 | $3,522,000 | – | 35,305 | – | 1.66% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 111,858 | $11,175,000 | 27.29% |
| KEATING INVESTMENT COUNSELORS INC | 177,285 | $17,711,000 | 10.82% |
| Quaker Wealth Management, LLC | 132,321 | $13,219,000 | 9.39% |
| Lee Financial Co | 280,034 | $27,975,000 | 9.28% |
| Stordahl Capital Management, Inc. | 119,922 | $12,109,000 | 7.48% |
| New Capital Management LP | 35,357 | $3,532,000 | 6.69% |
| LWS Wealth Advisors, Inc. | 99,953 | $9,806,000 | 6.38% |
| ALTFEST L J & CO INC | 203,449 | $20,325,000 | 6.36% |
| American Money Management, LLC | 113,478 | $11,336,000 | 6.35% |
| Parcion Private Wealth LLC | 201,527 | $20,133,000 | 5.55% |