ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 564 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,644,308 | -12.2% | 46,682 | -12.3% | 0.05% | -15.0% |
| Q1 2024 | $5,290,649 | -6.1% | 53,210 | -6.8% | 0.06% | -14.3% |
| Q4 2023 | $5,631,444 | -13.4% | 57,120 | -14.9% | 0.07% | -23.1% |
| Q3 2023 | $6,505,731 | -15.1% | 67,125 | -14.6% | 0.09% | -13.3% |
| Q2 2023 | $7,666,897 | -7.6% | 78,555 | -6.1% | 0.10% | -14.6% |
| Q1 2023 | $8,299,039 | -2.6% | 83,635 | -4.9% | 0.12% | -10.2% |
| Q4 2022 | $8,523,896 | -56.1% | 87,903 | -56.5% | 0.14% | -59.2% |
| Q3 2022 | $19,425,855 | +78.5% | 202,125 | +88.4% | 0.34% | +64.7% |
| Q2 2022 | $10,885,000 | +53.4% | 107,313 | +58.7% | 0.20% | +72.9% |
| Q1 2022 | $7,098,000 | – | 67,632 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 111,858 | $11,175,000 | 27.29% |
| KEATING INVESTMENT COUNSELORS INC | 177,285 | $17,711,000 | 10.82% |
| Quaker Wealth Management, LLC | 132,321 | $13,219,000 | 9.39% |
| Lee Financial Co | 280,034 | $27,975,000 | 9.28% |
| Stordahl Capital Management, Inc. | 119,922 | $12,109,000 | 7.48% |
| New Capital Management LP | 35,357 | $3,532,000 | 6.69% |
| LWS Wealth Advisors, Inc. | 99,953 | $9,806,000 | 6.38% |
| ALTFEST L J & CO INC | 203,449 | $20,325,000 | 6.36% |
| American Money Management, LLC | 113,478 | $11,336,000 | 6.35% |
| Parcion Private Wealth LLC | 201,527 | $20,133,000 | 5.55% |