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 | $50,398 | -0.7% | 520 | 0.0% | 0.05% | +6.0% |
| Q2 2023 | $50,752 | -1.6% | 520 | 0.0% | 0.05% | -12.3% |
| Q1 2023 | $51,600 | -76.9% | 520 | -77.4% | 0.06% | -79.0% |
| Q4 2022 | $223,493 | -90.6% | 2,305 | -90.7% | 0.27% | -90.4% |
| Q3 2022 | $2,373,000 | +23.8% | 24,690 | +30.6% | 2.83% | +33.9% |
| Q2 2022 | $1,917,000 | +196.7% | 18,900 | +206.8% | 2.11% | +280.5% |
| Q1 2022 | $646,000 | +1368.2% | 6,160 | +1366.7% | 0.56% | +1485.7% |
| Q4 2021 | $44,000 | +41.9% | 420 | +44.8% | 0.04% | +20.7% |
| Q1 2021 | $31,000 | – | 290 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,007,586 | $102,199,000 | 69.36% |
| Barber Financial Group, Inc. | 1,398,363 | $141,836,000 | 23.23% |
| KEATING INVESTMENT COUNSELORS INC | 394,030 | $39,967,000 | 16.86% |
| Deane Retirement Strategies, Inc. | 259,722 | $26,434,000 | 16.42% |
| GoalFusion Wealth Management, LLC | 171,947 | $17,441,000 | 16.34% |
| San Luis Wealth Advisors LLC | 137,436 | $13,940,000 | 16.01% |
| Paragon Wealth Strategies, LLC | 115,998 | $11,766,000 | 13.21% |
| Tanager Wealth Management LLP | 142,253 | $14,429,000 | 11.90% |
| Charles Carroll Financial Partners, LLC | 88,611 | $8,988,000 | 11.74% |
| New Capital Management LP | 210,383 | $21,223,000 | 11.69% |