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 | $235,475 | -21.1% | 2,430 | -20.5% | 0.12% | -9.0% |
| Q2 2023 | $298,410 | +28.8% | 3,057 | +31.0% | 0.13% | +131.0% |
| Q1 2023 | $231,603 | +2.3% | 2,334 | 0.0% | 0.06% | -47.3% |
| Q4 2022 | $226,305 | +1.0% | 2,334 | 0.0% | 0.11% | -27.2% |
| Q3 2022 | $224,000 | -87.9% | 2,334 | -87.2% | 0.15% | -12.2% |
| Q2 2022 | $1,856,000 | +55.7% | 18,299 | +62.9% | 0.17% | +84.9% |
| Q4 2021 | $1,192,000 | +156.3% | 11,231 | +156.8% | 0.09% | -34.0% |
| Q3 2021 | $465,000 | -23.4% | 4,374 | -23.4% | 0.14% | +123.8% |
| Q2 2021 | $607,000 | – | 5,710 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD | 148,352 | $14,378,276 | 59.34% |
| First Trust Bank, Ltd. | 65,390 | $6,337,599 | 33.85% |
| KEATING INVESTMENT COUNSELORS INC | 690,057 | $66,880,364 | 22.68% |
| Walker Financial Services, Inc. | 203,538 | $19,726,872 | 19.17% |
| GoalFusion Wealth Management, LLC | 179,393 | $17,386,770 | 12.92% |
| M. Kulyk & Associates, LLC | 458,861 | $44,472,831 | 12.35% |
| Wilshire Advisors LLC | 203,633 | $19,736,109 | 10.96% |
| JEPPSON WEALTH MANAGEMENT, LLC | 212,989 | $20,642,894 | 9.46% |
| Echo45 Advisors LLC | 111,665 | $10,822,606 | 9.18% |
| Northland Capital Management LLC | 130,526 | $12,650,542 | 8.56% |