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 ↓ |
|---|---|---|---|
| ALTFEST L J & CO INC | 384,121 | $39,972,000 | 10.63% |
| KEATING INVESTMENT COUNSELORS INC | 177,090 | $18,428,000 | 9.65% |
| Wechter Feldman Wealth Management, Inc. | 105,905 | $11,020,000 | 8.65% |
| New Capital Management LP | 61,137 | $6,362,000 | 7.00% |
| Stordahl Capital Management, Inc. | 122,699 | $12,768,000 | 6.61% |
| Arbor Investment Advisors, LLC | 217,617 | $22,645,000 | 5.91% |
| Landmark Financial Advisors, LLC | 176,058 | $18,232,000 | 5.78% |
| Smith & Howard Wealth Management, LLC | 91,410 | $9,512,000 | 5.61% |
| American Money Management, LLC | 117,863 | $12,265,000 | 5.56% |
| Parcion Private Wealth LLC | 322,390 | $33,377,000 | 5.10% |