ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,026,868 | -8.6% | 62,184 | -8.0% | 0.78% | +1.2% |
| Q2 2023 | $6,595,062 | -6.4% | 67,572 | -4.9% | 0.77% | -14.5% |
| Q1 2023 | $7,048,638 | -15.7% | 71,033 | -17.6% | 0.90% | -18.5% |
| Q4 2022 | $8,359,820 | -11.5% | 86,219 | -12.3% | 1.10% | -22.6% |
| Q3 2022 | $9,443,000 | -11.6% | 98,256 | -6.7% | 1.42% | -8.4% |
| Q2 2022 | $10,682,000 | -43.0% | 105,313 | -41.0% | 1.55% | -40.4% |
| Q1 2022 | $18,734,000 | +27.6% | 178,523 | +28.7% | 2.60% | +25.7% |
| Q4 2021 | $14,683,000 | +5.2% | 138,672 | +4.9% | 2.07% | -4.2% |
| Q3 2021 | $13,957,000 | +9.0% | 132,135 | +9.7% | 2.16% | +6.5% |
| Q2 2021 | $12,803,000 | +26.5% | 120,426 | +25.8% | 2.03% | +9.9% |
| Q1 2021 | $10,123,000 | +2.1% | 95,754 | +0.9% | 1.85% | +0.5% |
| Q4 2020 | $9,913,000 | +31.0% | 94,928 | +30.5% | 1.84% | +3.3% |
| Q3 2020 | $7,570,000 | +9.7% | 72,748 | +7.9% | 1.78% | -0.7% |
| Q2 2020 | $6,903,000 | +25.3% | 67,415 | +22.3% | 1.79% | +4.7% |
| Q1 2020 | $5,508,000 | -1.6% | 55,136 | -0.8% | 1.71% | +58.6% |
| Q4 2019 | $5,598,000 | – | 55,589 | – | 1.08% | – |
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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% |