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 | $674,320 | -13.4% | 6,957 | -12.8% | 0.24% | -12.6% |
| Q2 2023 | $778,538 | -13.6% | 7,977 | -12.2% | 0.28% | -17.0% |
| Q1 2023 | $901,388 | -19.0% | 9,084 | -20.9% | 0.34% | -25.6% |
| Q4 2022 | $1,112,890 | -3.8% | 11,478 | -4.7% | 0.45% | -10.7% |
| Q3 2022 | $1,157,000 | -4.1% | 12,043 | +1.3% | 0.50% | -2.5% |
| Q2 2022 | $1,206,000 | -5.8% | 11,890 | -2.5% | 0.52% | -34.4% |
| Q1 2022 | $1,280,000 | -4.5% | 12,196 | -3.7% | 0.79% | +39.0% |
| Q4 2021 | $1,341,000 | +10.9% | 12,664 | +10.6% | 0.57% | -1.6% |
| Q3 2021 | $1,209,000 | +18.5% | 11,448 | +19.3% | 0.58% | +3.6% |
| Q2 2021 | $1,020,000 | +2.9% | 9,595 | +2.4% | 0.56% | -31.3% |
| Q1 2021 | $991,000 | +0.6% | 9,372 | -0.6% | 0.81% | -28.5% |
| Q4 2020 | $985,000 | -0.3% | 9,432 | -0.7% | 1.13% | -22.1% |
| Q3 2020 | $988,000 | -16.6% | 9,496 | -17.9% | 1.45% | -18.4% |
| Q2 2020 | $1,184,000 | +0.9% | 11,568 | -1.6% | 1.78% | -3.7% |
| Q1 2020 | $1,174,000 | -17.4% | 11,756 | -16.7% | 1.85% | +9.2% |
| Q4 2019 | $1,422,000 | – | 14,115 | – | 1.69% | – |
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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% |