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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,462 | -0.7% | 2,285 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $223,016 | -92.9% | 2,285 | -92.8% | 0.07% | -90.1% |
| Q1 2023 | $3,133,385 | -10.7% | 31,577 | -12.7% | 0.68% | -26.5% |
| Q4 2022 | $3,507,431 | -3.9% | 36,174 | -4.8% | 0.93% | -17.2% |
| Q3 2022 | $3,651,000 | -7.7% | 37,986 | -2.5% | 1.12% | -3.3% |
| Q2 2022 | $3,954,000 | -11.0% | 38,971 | -8.0% | 1.16% | -1.4% |
| Q1 2022 | $4,444,000 | +392.1% | 42,349 | +396.5% | 1.18% | +406.4% |
| Q4 2021 | $903,000 | – | 8,529 | – | 0.23% | – |
Download | ||||||
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% |