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 | $20,642,894 | -4.8% | 212,989 | -4.2% | 9.46% | +0.2% |
| Q2 2023 | $21,690,526 | -6.4% | 222,239 | -4.9% | 9.44% | -6.5% |
| Q1 2023 | $23,178,739 | -14.4% | 233,586 | -16.3% | 10.09% | -11.3% |
| Q4 2022 | $27,070,068 | +74.5% | 279,188 | +73.0% | 11.38% | +61.9% |
| Q3 2022 | $15,514,000 | -13.3% | 161,415 | -8.5% | 7.03% | -8.6% |
| Q2 2022 | $17,891,000 | +144.2% | 176,386 | +152.6% | 7.69% | +125.0% |
| Q1 2022 | $7,327,000 | – | 69,824 | – | 3.42% | – |
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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% |