ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,148,232 | -0.1% | 22,165 | +0.6% | 2.44% | +4.6% |
| Q2 2023 | $2,151,104 | -1.9% | 22,040 | -0.3% | 2.34% | -4.8% |
| Q1 2023 | $2,192,983 | +1.9% | 22,100 | -0.4% | 2.46% | +3.2% |
| Q4 2022 | $2,151,542 | -0.6% | 22,190 | -1.5% | 2.38% | -7.0% |
| Q3 2022 | $2,165,000 | -8.3% | 22,533 | -3.2% | 2.56% | +4.7% |
| Q2 2022 | $2,361,000 | -11.8% | 23,280 | -8.7% | 2.44% | +3.6% |
| Q1 2022 | $2,677,000 | +14.7% | 25,510 | +15.7% | 2.36% | +14.4% |
| Q4 2021 | $2,334,000 | +406.3% | 22,052 | +404.4% | 2.06% | +385.2% |
| Q3 2021 | $461,000 | – | 4,372 | – | 0.42% | – |
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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% |