ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,122 | -8.7% | 7,750 | -8.1% | 0.59% | -8.6% |
| Q2 2023 | $822,702 | -1.6% | 8,429 | +0.0% | 0.65% | -9.2% |
| Q1 2023 | $836,288 | -3.0% | 8,428 | -5.3% | 0.72% | -8.9% |
| Q4 2022 | $862,437 | +3.9% | 8,895 | +3.0% | 0.78% | -8.6% |
| Q3 2022 | $830,000 | -35.4% | 8,638 | -31.8% | 0.86% | -35.3% |
| Q2 2022 | $1,285,000 | +35.1% | 12,670 | +39.9% | 1.33% | +53.9% |
| Q1 2022 | $951,000 | – | 9,059 | – | 0.86% | – |
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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% |