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 | $7,393,888 | -8.2% | 74,318 | -8.3% | 0.21% | -8.6% |
| Q1 2024 | $8,055,656 | -3.1% | 81,018 | -4.0% | 0.23% | -11.7% |
| Q4 2023 | $8,317,053 | +20.7% | 84,360 | +18.7% | 0.26% | +8.6% |
| Q3 2023 | $6,888,752 | -14.4% | 71,077 | -13.8% | 0.24% | -3.2% |
| Q2 2023 | $8,051,620 | -1.4% | 82,496 | +0.2% | 0.25% | -8.1% |
| Q1 2023 | $8,165,738 | -13.2% | 82,291 | -15.2% | 0.27% | -19.0% |
| Q4 2022 | $9,410,649 | – | 97,057 | – | 0.34% | – |
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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% |