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 | $1,576,273 | -4.8% | 16,264 | -4.2% | 1.10% | -0.6% |
| Q2 2023 | $1,656,437 | -8.1% | 16,972 | -6.5% | 1.11% | -11.6% |
| Q1 2023 | $1,801,895 | -6.4% | 18,159 | -8.5% | 1.26% | -13.0% |
| Q4 2022 | $1,925,216 | -6.4% | 19,856 | -7.2% | 1.44% | -10.7% |
| Q3 2022 | $2,057,000 | -2.0% | 21,406 | +3.5% | 1.62% | +9.0% |
| Q2 2022 | $2,098,000 | – | 20,686 | – | 1.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALTFEST L J & CO INC | 595,832 | $63,087,000 | 12.04% |
| 3EDGE Asset Management, LP | 1,231,827 | $130,426,000 | 11.17% |
| Wilshire Advisors LLC | 244,483 | $25,887,000 | 9.92% |
| SCHRODERS IS Ltd | 277,800 | $29,413,000 | 8.31% |
| KEATING INVESTMENT COUNSELORS INC | 166,079 | $17,584,000 | 7.78% |
| Deane Retirement Strategies, Inc. | 133,538 | $14,138,000 | 7.46% |
| First Command Bank | 409,117 | $43,215,000 | 7.42% |
| LWS Wealth Advisors, Inc. | 170,867 | $18,091,000 | 7.40% |
| Austin Asset Management Co Inc | 220,374 | $23,333,000 | 7.28% |
| KEYSTONE WEALTH PARTNERS | 145,607 | $15,417,000 | 6.81% |