ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $243,423 | -24.7% | 2,513 | -24.5% | 0.08% | -24.8% |
Q2 2023 | $323,424 | -18.6% | 3,327 | -17.0% | 0.10% | -26.3% |
Q1 2023 | $397,569 | -40.7% | 4,009 | -41.9% | 0.14% | -44.5% |
Q4 2022 | $670,419 | +220.8% | 6,899 | +217.9% | 0.25% | +183.9% |
Q3 2022 | $209,000 | -42.9% | 2,170 | -40.0% | 0.09% | -56.3% |
Q2 2022 | $366,000 | – | 3,616 | – | 0.20% | – |
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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% |