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 | $358,604 | -0.7% | 3,700 | 0.0% | 0.05% | -1.9% |
| Q2 2023 | $361,120 | -1.6% | 3,700 | 0.0% | 0.05% | -7.0% |
| Q1 2023 | $367,151 | +2.3% | 3,700 | 0.0% | 0.06% | -5.0% |
| Q4 2022 | $358,752 | -5.6% | 3,700 | -6.3% | 0.06% | -18.9% |
| Q3 2022 | $380,000 | -5.2% | 3,950 | 0.0% | 0.07% | -9.8% |
| Q2 2022 | $401,000 | -3.4% | 3,950 | 0.0% | 0.08% | +22.4% |
| Q1 2022 | $415,000 | – | 3,950 | – | 0.07% | – |
Download | ||||||
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% |