ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,424 | +79.4% | 2,687 | +80.7% | 0.22% | +88.8% |
| Q2 2023 | $145,131 | -92.6% | 1,487 | -92.5% | 0.12% | -92.9% |
| Q1 2023 | $1,964,258 | +2.8% | 19,795 | +0.4% | 1.63% | -0.1% |
| Q4 2022 | $1,910,888 | -11.0% | 19,708 | -11.8% | 1.63% | -16.5% |
| Q3 2022 | $2,146,000 | -10.6% | 22,337 | -5.6% | 1.96% | -5.2% |
| Q2 2022 | $2,401,000 | +4.2% | 23,672 | +6.8% | 2.07% | +10.2% |
| Q1 2022 | $2,304,000 | +40.7% | 22,170 | +43.2% | 1.88% | +41.0% |
| Q4 2021 | $1,638,000 | – | 15,478 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,134,761 | $114,134,000 | 20.83% |
| ALTFEST L J & CO INC | 398,238 | $40,055,000 | 10.66% |
| KEATING INVESTMENT COUNSELORS INC | 170,108 | $17,110,000 | 7.63% |
| Lee Financial Co | 322,545 | $32,442,000 | 7.33% |
| Wechter Feldman Wealth Management, Inc. | 105,649 | $10,626,000 | 7.04% |
| Leicht Financial Planning & Wealth Management, Inc. | 71,375 | $7,179,000 | 7.03% |
| New Capital Management LP | 36,185 | $3,640,000 | 6.38% |
| American Money Management, LLC | 102,028 | $10,262,000 | 5.48% |
| Pasadena Private Wealth, LLC | 107,416 | $10,804,000 | 5.11% |
| Brand Asset Management Group, Inc. | 71,916 | $7,233,000 | 4.75% |