ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,469,960 | -9.8% | 87,391 | -9.2% | 7.71% | -6.1% |
| Q2 2023 | $9,389,340 | -4.5% | 96,202 | -3.0% | 8.20% | -3.7% |
| Q1 2023 | $9,836,496 | +103083.6% | 99,128 | +0.8% | 8.52% | +0.9% |
| Q4 2022 | $9,533 | -99.9% | 98,317 | -11.1% | 8.45% | -9.9% |
| Q3 2022 | $10,634,000 | +8.1% | 110,646 | +14.1% | 9.37% | +13.8% |
| Q2 2022 | $9,840,000 | -1.9% | 97,013 | +1.5% | 8.24% | +9.1% |
| Q1 2022 | $10,030,000 | +32.7% | 95,581 | +33.9% | 7.55% | +34.7% |
| Q4 2021 | $7,560,000 | +8.4% | 71,398 | +8.1% | 5.60% | +6.8% |
| Q3 2021 | $6,976,000 | +17.5% | 66,046 | +18.3% | 5.24% | +21.1% |
| Q2 2021 | $5,937,000 | – | 55,845 | – | 4.33% | – |
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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% |