ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,520 | +0.4% | 3,071 | +0.4% | 0.05% | -2.0% |
| Q1 2024 | $304,256 | -1.6% | 3,060 | -2.5% | 0.05% | +18.6% |
| Q4 2023 | $309,277 | -39.4% | 3,137 | -40.4% | 0.04% | -43.4% |
| Q3 2023 | $510,090 | +77.5% | 5,263 | +78.8% | 0.08% | +105.4% |
| Q2 2023 | $287,334 | -1.6% | 2,944 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $292,133 | -3.2% | 2,944 | -5.5% | 0.04% | -9.5% |
| Q4 2022 | $301,933 | -21.4% | 3,114 | -22.0% | 0.04% | -32.3% |
| Q3 2022 | $384,000 | +23.9% | 3,993 | +30.7% | 0.06% | +31.9% |
| Q2 2022 | $310,000 | -3.1% | 3,054 | 0.0% | 0.05% | +9.3% |
| Q1 2022 | $320,000 | -0.9% | 3,054 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $323,000 | 0.0% | 3,054 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $323,000 | -1.2% | 3,054 | -0.6% | 0.04% | -2.2% |
| Q2 2021 | $327,000 | +0.6% | 3,073 | 0.0% | 0.04% | -6.2% |
| Q1 2021 | $325,000 | +1.2% | 3,073 | 0.0% | 0.05% | -12.7% |
| Q4 2020 | $321,000 | – | 3,073 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 111,858 | $11,175,000 | 27.29% |
| KEATING INVESTMENT COUNSELORS INC | 177,285 | $17,711,000 | 10.82% |
| Quaker Wealth Management, LLC | 132,321 | $13,219,000 | 9.39% |
| Lee Financial Co | 280,034 | $27,975,000 | 9.28% |
| Stordahl Capital Management, Inc. | 119,922 | $12,109,000 | 7.48% |
| New Capital Management LP | 35,357 | $3,532,000 | 6.69% |
| LWS Wealth Advisors, Inc. | 99,953 | $9,806,000 | 6.38% |
| ALTFEST L J & CO INC | 203,449 | $20,325,000 | 6.36% |
| American Money Management, LLC | 113,478 | $11,336,000 | 6.35% |
| Parcion Private Wealth LLC | 201,527 | $20,133,000 | 5.55% |