ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,472,831 | +8.9% | 458,861 | +9.6% | 12.35% | +8.3% |
| Q2 2023 | $40,853,707 | +0.8% | 418,583 | +2.4% | 11.41% | -7.2% |
| Q1 2023 | $40,542,916 | +5.3% | 408,575 | +2.9% | 12.29% | -4.4% |
| Q4 2022 | $38,504,801 | +5.0% | 397,120 | +4.1% | 12.86% | +0.9% |
| Q3 2022 | $36,665,000 | +0.7% | 381,491 | +6.3% | 12.75% | +12.5% |
| Q2 2022 | $36,404,000 | +7.0% | 358,906 | +10.7% | 11.33% | +21.9% |
| Q1 2022 | $34,036,000 | +100.4% | 324,341 | +102.2% | 9.29% | +111.5% |
| Q4 2021 | $16,982,000 | +10.5% | 160,392 | +10.3% | 4.39% | -10.6% |
| Q3 2021 | $15,364,000 | +4.5% | 145,453 | +5.2% | 4.92% | -7.5% |
| Q2 2021 | $14,700,000 | +36.7% | 138,276 | +36.0% | 5.31% | +32.4% |
| Q1 2021 | $10,750,000 | – | 101,685 | – | 4.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
| GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
| M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
| Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
| JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
| AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
| 3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
| TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |