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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,135,729 | +4.3% | 183,951 | +2.5% | 12.36% | -4.4% |
| Q3 2023 | $17,386,770 | +0.6% | 179,393 | +1.3% | 12.92% | +1.5% |
| Q2 2023 | $17,280,666 | +2.1% | 177,056 | +3.8% | 12.73% | -4.3% |
| Q1 2023 | $16,927,249 | -6.7% | 170,586 | -8.1% | 13.30% | -9.0% |
| Q4 2022 | $18,135,851 | +4.9% | 185,533 | +3.2% | 14.62% | -10.6% |
| Q3 2022 | $17,284,000 | -0.9% | 179,838 | +4.6% | 16.35% | +0.0% |
| Q2 2022 | $17,441,000 | -3.0% | 171,947 | +0.4% | 16.34% | +5.5% |
| Q1 2022 | $17,976,000 | – | 171,264 | – | 15.49% | – |
Download | ||||||
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% |