ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,335,253 | -19.4% | 13,777 | -18.8% | 0.81% | -8.2% |
| Q2 2023 | $1,656,873 | -30.7% | 16,976 | -29.5% | 0.88% | -12.1% |
| Q1 2023 | $2,390,027 | -11.3% | 24,086 | -13.3% | 1.01% | -23.6% |
| Q4 2022 | $2,694,247 | -41.4% | 27,787 | -41.9% | 1.32% | -37.6% |
| Q3 2022 | $4,599,000 | -6.1% | 47,852 | -0.9% | 2.11% | -4.5% |
| Q2 2022 | $4,897,000 | -48.1% | 48,275 | -46.3% | 2.21% | +13.5% |
| Q1 2022 | $9,434,000 | +80.9% | 89,894 | +82.5% | 1.95% | -15.2% |
| Q4 2021 | $5,216,000 | +6.8% | 49,262 | +6.5% | 2.30% | -3.0% |
| Q3 2021 | $4,884,000 | +1.8% | 46,234 | +2.5% | 2.37% | -3.8% |
| Q2 2021 | $4,797,000 | +16.1% | 45,126 | +15.5% | 2.46% | +1.4% |
| Q1 2021 | $4,132,000 | +1.6% | 39,084 | +0.3% | 2.43% | -10.6% |
| Q4 2020 | $4,068,000 | -6.8% | 38,949 | -7.2% | 2.72% | -15.6% |
| Q3 2020 | $4,367,000 | +1.8% | 41,961 | +0.1% | 3.22% | -3.6% |
| Q2 2020 | $4,291,000 | +13.0% | 41,909 | +10.3% | 3.34% | -7.6% |
| Q1 2020 | $3,797,000 | -6.5% | 38,005 | -5.8% | 3.61% | +5.4% |
| Q4 2019 | $4,062,000 | – | 40,332 | – | 3.43% | – |
Download | ||||||
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% |