ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |