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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,379,875 | $132,620,000 | 38.53% |
| Johnson Midwest Financial, LLC | 5,826 | $5,625,000 | 21.48% |
| KEATING INVESTMENT COUNSELORS INC | 489,665 | $47,062,000 | 21.08% |
| GoalFusion Wealth Management, LLC | 179,838 | $17,284,000 | 16.35% |
| Deane Retirement Strategies, Inc. | 268,536 | $25,814,000 | 15.84% |
| Walker Financial Services, Inc. | 174,407 | $16,762,209 | 15.66% |
| San Luis Wealth Advisors LLC | 131,437 | $12,632,000 | 13.23% |
| M. Kulyk & Associates, LLC | 381,491 | $36,665,000 | 12.75% |
| New Capital Management LP | 223,828 | $21,512,000 | 11.80% |
| Wilshire Advisors LLC | 201,505 | $19,367,000 | 11.09% |