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 | $6,759,237 | +7.7% | 69,740 | +6.0% | 4.29% | +4.3% |
| Q2 2023 | $6,276,106 | -4.0% | 65,815 | -0.1% | 4.11% | -0.1% |
| Q1 2023 | $6,534,611 | +6.2% | 65,853 | +3.8% | 4.12% | -3.0% |
| Q4 2022 | $6,151,167 | +7.1% | 63,440 | +6.1% | 4.24% | -1.5% |
| Q3 2022 | $5,744,000 | +3.4% | 59,766 | +9.2% | 4.31% | +7.3% |
| Q2 2022 | $5,553,000 | +2.0% | 54,750 | +5.5% | 4.02% | +9.1% |
| Q1 2022 | $5,444,000 | -3.6% | 51,879 | -2.8% | 3.68% | +1.2% |
| Q4 2021 | $5,650,000 | – | 53,366 | – | 3.64% | – |
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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% |