ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 601 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,294 | +1.9% | 123,573 | +1.8% | 2.16% | -5.1% |
| Q1 2024 | $12,065 | +0.2% | 121,340 | -0.7% | 2.28% | -10.9% |
| Q4 2023 | $12,043 | -99.8% | 122,155 | +101.8% | 2.56% | +65.7% |
| Q3 2023 | $5,976,184 | +22.7% | 60,547 | +23.3% | 1.55% | -6.0% |
| Q2 2023 | $4,872,094 | 0.0% | 49,099 | 0.0% | 1.64% | +8.4% |
| Q1 2023 | $4,872,094 | -33.0% | 49,099 | -34.5% | 1.52% | -38.4% |
| Q4 2022 | $7,272,000 | – | 75,000 | – | 2.46% | – |
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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% |