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 | $996,261 | -0.6% | 10,279 | +0.1% | 0.44% | +10.4% |
| Q2 2023 | $1,002,036 | -0.6% | 10,267 | +1.0% | 0.39% | -21.7% |
| Q1 2023 | $1,008,243 | +1.4% | 10,164 | -0.9% | 0.50% | +10.1% |
| Q4 2022 | $994,287 | -2.2% | 10,255 | -3.1% | 0.46% | -11.8% |
| Q3 2022 | $1,017,000 | +2.7% | 10,579 | +8.4% | 0.52% | +3.2% |
| Q2 2022 | $990,000 | +9800.0% | 9,756 | +10504.3% | 0.50% | +12450.0% |
| Q1 2022 | $10,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 92 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $10,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 92 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $10,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | – | 92 | – | 0.01% | – |
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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% |