ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,097,453 | -10.1% | 135,137 | -9.4% | 1.33% | -6.0% |
| Q2 2023 | $14,562,494 | +1.3% | 149,206 | +3.0% | 1.41% | -0.4% |
| Q1 2023 | $14,380,742 | -1.8% | 144,923 | -4.1% | 1.42% | -3.9% |
| Q4 2022 | $14,646,359 | +1.4% | 151,056 | +0.5% | 1.48% | -3.6% |
| Q3 2022 | $14,445,000 | -8.6% | 150,294 | -3.6% | 1.53% | -4.6% |
| Q2 2022 | $15,812,000 | -0.1% | 155,887 | +3.3% | 1.60% | +12.3% |
| Q1 2022 | $15,830,000 | +149.4% | 150,847 | +151.6% | 1.43% | +160.4% |
| Q4 2021 | $6,348,000 | +5.9% | 59,958 | +5.6% | 0.55% | -5.4% |
| Q3 2021 | $5,996,000 | +9.2% | 56,767 | +9.9% | 0.58% | +10.9% |
| Q2 2021 | $5,489,000 | +42.9% | 51,633 | +42.1% | 0.52% | +35.2% |
| Q1 2021 | $3,841,000 | +17.5% | 36,328 | +16.1% | 0.39% | +12.5% |
| Q4 2020 | $3,268,000 | – | 31,298 | – | 0.34% | – |
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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% |