ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,753,431 | +27.4% | 18,090 | +28.3% | 0.49% | -60.3% |
| Q2 2023 | $1,376,358 | -3.6% | 14,101 | -2.0% | 1.24% | +44.4% |
| Q1 2023 | $1,427,086 | -27.0% | 14,382 | -28.6% | 0.86% | +48.9% |
| Q4 2022 | $1,953,650 | -26.2% | 20,147 | -26.8% | 0.58% | -32.8% |
| Q3 2022 | $2,647,000 | -5.8% | 27,528 | -0.6% | 0.86% | -12.0% |
| Q2 2022 | $2,810,000 | +139.1% | 27,703 | +147.5% | 0.98% | +122.2% |
| Q1 2022 | $1,175,000 | -10.9% | 11,195 | -10.1% | 0.44% | -8.7% |
| Q4 2021 | $1,319,000 | +44.9% | 12,452 | +44.6% | 0.48% | +20.1% |
| Q3 2021 | $910,000 | +13.5% | 8,612 | +14.2% | 0.40% | -13.7% |
| Q2 2021 | $802,000 | – | 7,541 | – | 0.47% | – |
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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% |