ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,117,488 | -2.4% | 11,530 | -1.7% | 0.38% | -0.5% |
Q2 2023 | $1,145,238 | +7.7% | 11,734 | +9.4% | 0.39% | -7.7% |
Q1 2023 | $1,063,845 | +2.3% | 10,721 | -0.0% | 0.42% | +4.2% |
Q4 2022 | $1,039,896 | +4.9% | 10,725 | +4.0% | 0.40% | -17.7% |
Q3 2022 | $991,375 | -12.2% | 10,315 | -7.3% | 0.49% | -5.4% |
Q2 2022 | $1,128,612 | +7.1% | 11,127 | +10.8% | 0.52% | +17.6% |
Q1 2022 | $1,053,703 | +74.9% | 10,041 | +76.5% | 0.44% | +77.3% |
Q4 2021 | $602,351 | +76.8% | 5,689 | +76.3% | 0.25% | +58.3% |
Q3 2021 | $340,762 | +2.2% | 3,226 | +2.9% | 0.16% | -0.6% |
Q2 2021 | $333,388 | – | 3,136 | – | 0.16% | – |
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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% |