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 | $13,798,403 | +0.4% | 142,369 | +1.1% | 2.04% | +4.4% |
Q2 2023 | $13,746,765 | +0.6% | 140,848 | +2.2% | 1.95% | -4.3% |
Q1 2023 | $13,670,322 | +5.2% | 137,764 | +2.8% | 2.04% | +0.1% |
Q4 2022 | $12,989,925 | -2.9% | 133,972 | -3.8% | 2.03% | -12.3% |
Q3 2022 | $13,382,000 | -4.5% | 139,241 | +0.7% | 2.32% | +0.5% |
Q2 2022 | $14,019,000 | -1.8% | 138,211 | +1.6% | 2.31% | +8.5% |
Q1 2022 | $14,274,000 | +8.8% | 136,018 | +9.8% | 2.13% | +7.9% |
Q4 2021 | $13,115,000 | -0.5% | 123,870 | -0.8% | 1.97% | -4.0% |
Q3 2021 | $13,185,000 | +2.6% | 124,825 | +3.2% | 2.05% | +3.8% |
Q2 2021 | $12,856,000 | +2.1% | 120,933 | +1.5% | 1.98% | -2.2% |
Q1 2021 | $12,591,000 | +103.5% | 119,102 | +101.0% | 2.02% | +102.4% |
Q4 2020 | $6,188,000 | +3.6% | 59,259 | +3.3% | 1.00% | -12.5% |
Q3 2020 | $5,972,000 | +1.8% | 57,388 | -34.1% | 1.14% | -1.7% |
Q2 2020 | $5,869,000 | +6.2% | 87,027 | +57.3% | 1.16% | -12.4% |
Q1 2020 | $5,527,000 | +0.4% | 55,323 | +1.2% | 1.33% | +26.0% |
Q4 2019 | $5,505,000 | – | 54,659 | – | 1.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ALTFEST L J & CO INC | 384,121 | $39,972,000 | 10.63% |
KEATING INVESTMENT COUNSELORS INC | 177,090 | $18,428,000 | 9.65% |
Wechter Feldman Wealth Management, Inc. | 105,905 | $11,020,000 | 8.65% |
New Capital Management LP | 61,137 | $6,362,000 | 7.00% |
Stordahl Capital Management, Inc. | 122,699 | $12,768,000 | 6.61% |
Arbor Investment Advisors, LLC | 217,617 | $22,645,000 | 5.91% |
Landmark Financial Advisors, LLC | 176,058 | $18,232,000 | 5.78% |
Smith & Howard Wealth Management, LLC | 91,410 | $9,512,000 | 5.61% |
American Money Management, LLC | 117,863 | $12,265,000 | 5.56% |
Parcion Private Wealth LLC | 322,390 | $33,377,000 | 5.10% |