ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $201,642 | -15.1% | 2,066 | -15.6% | 0.03% | -37.0% |
Q4 2022 | $237,482 | -13.6% | 2,449 | -14.5% | 0.05% | -28.1% |
Q3 2022 | $275,000 | -23.6% | 2,866 | -19.4% | 0.06% | -17.9% |
Q2 2022 | $360,000 | -33.1% | 3,554 | -30.7% | 0.08% | -28.4% |
Q1 2022 | $538,000 | -12.4% | 5,126 | -11.6% | 0.11% | +13.5% |
Q4 2021 | $614,000 | -6.0% | 5,796 | -6.2% | 0.10% | -9.4% |
Q3 2021 | $653,000 | -7.9% | 6,180 | -7.3% | 0.11% | -22.1% |
Q2 2021 | $709,000 | -17.1% | 6,667 | -17.5% | 0.14% | -21.4% |
Q1 2021 | $855,000 | – | 8,084 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
KEATING INVESTMENT COUNSELORS INC | 664,927 | $64,896,915 | 23.46% |
Walker Financial Services, Inc. | 199,873 | $19,507,589 | 19.27% |
GoalFusion Wealth Management, LLC | 177,056 | $17,280,666 | 12.73% |
M. Kulyk & Associates, LLC | 418,583 | $40,853,707 | 11.41% |
Wilshire Advisors LLC | 203,424 | $19,854,182 | 10.52% |
TIEDEMANN ADVISORS, LLC | 2,351,945 | $229,549,983 | 9.76% |
3EDGE Asset Management, LP | 1,305,889 | $127,454,718 | 9.60% |
JEPPSON WEALTH MANAGEMENT, LLC | 222,239 | $21,690,526 | 9.44% |
Echo45 Advisors LLC | 111,820 | $10,913,649 | 9.00% |
Pinnacle Wealth Management Group, Inc. | 96,202 | $9,389,340 | 8.20% |