ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
---|---|---|---|
ALTFEST L J & CO INC | 595,832 | $63,087,000 | 12.04% |
3EDGE Asset Management, LP | 1,231,827 | $130,426,000 | 11.17% |
Wilshire Advisors LLC | 244,483 | $25,887,000 | 9.92% |
SCHRODERS IS Ltd | 277,800 | $29,413,000 | 8.31% |
KEATING INVESTMENT COUNSELORS INC | 166,079 | $17,584,000 | 7.78% |
Deane Retirement Strategies, Inc. | 133,538 | $14,138,000 | 7.46% |
First Command Bank | 409,117 | $43,215,000 | 7.42% |
LWS Wealth Advisors, Inc. | 170,867 | $18,091,000 | 7.40% |
Austin Asset Management Co Inc | 220,374 | $23,333,000 | 7.28% |
KEYSTONE WEALTH PARTNERS | 145,607 | $15,417,000 | 6.81% |