ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,509 | -1.6% | 36,201 | -0.9% | 0.73% | -5.3% |
| Q2 2023 | $3,566 | -0.8% | 36,536 | +0.9% | 0.77% | -13.6% |
| Q1 2023 | $3,594 | +4.6% | 36,222 | +2.2% | 0.90% | -1.1% |
| Q4 2022 | $3,437 | -99.9% | 35,447 | +4.0% | 0.90% | -0.9% |
| Q3 2022 | $3,274,000 | -6.4% | 34,070 | -1.2% | 0.91% | +1.1% |
| Q2 2022 | $3,497,000 | +1.3% | 34,479 | +4.8% | 0.90% | -25.4% |
| Q1 2022 | $3,452,000 | -2.1% | 32,891 | -1.3% | 1.21% | +48.2% |
| Q4 2021 | $3,527,000 | +10.9% | 33,312 | +10.6% | 0.82% | -0.7% |
| Q3 2021 | $3,181,000 | +11.5% | 30,119 | +12.3% | 0.82% | +9.7% |
| Q2 2021 | $2,852,000 | +3.5% | 26,827 | +3.0% | 0.75% | +2.3% |
| Q1 2021 | $2,755,000 | +10.8% | 26,056 | +9.5% | 0.73% | -3.0% |
| Q4 2020 | $2,486,000 | +2.9% | 23,805 | +2.5% | 0.76% | -23.7% |
| Q3 2020 | $2,417,000 | +6.3% | 23,227 | +4.6% | 0.99% | -6.2% |
| Q2 2020 | $2,273,000 | +10.1% | 22,198 | +8.4% | 1.06% | -29.3% |
| Q1 2020 | $2,065,000 | -4.3% | 20,474 | -4.3% | 1.49% | +18.6% |
| Q4 2019 | $2,157,000 | +5.5% | 21,401 | +4.8% | 1.26% | -35.6% |
| Q3 2019 | $2,044,000 | – | 20,413 | – | 1.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC | 664,927 | $64,896,915 | 23.46% |
| Walker Financial Services, Inc. | 199,873 | $19,507,589 | 19.27% |
| GoalFusion Wealth Management, LLC | 177,056 | $17,280,666 | 12.73% |
| M. Kulyk & Associates, LLC | 418,583 | $40,853,707 | 11.41% |
| Wilshire Advisors LLC | 203,424 | $19,854,182 | 10.52% |
| TIEDEMANN ADVISORS, LLC | 2,351,945 | $229,549,983 | 9.76% |
| 3EDGE Asset Management, LP | 1,305,889 | $127,454,718 | 9.60% |
| JEPPSON WEALTH MANAGEMENT, LLC | 222,239 | $21,690,526 | 9.44% |
| Echo45 Advisors LLC | 111,820 | $10,913,649 | 9.00% |
| Pinnacle Wealth Management Group, Inc. | 96,202 | $9,389,340 | 8.20% |