ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,670 | -11.9% | 3,711 | -11.3% | 0.01% | 0.0% |
| Q2 2023 | $408,261 | -12.8% | 4,183 | -11.3% | 0.01% | -22.2% |
| Q1 2023 | $467,969 | +71.7% | 4,716 | +67.8% | 0.01% | +80.0% |
| Q4 2022 | $272,555 | -2.3% | 2,811 | -3.4% | 0.01% | -16.7% |
| Q3 2022 | $279,000 | -5.4% | 2,911 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $295,000 | -23.2% | 2,911 | -20.5% | 0.01% | -14.3% |
| Q1 2022 | $384,000 | -6.6% | 3,661 | -5.5% | 0.01% | 0.0% |
| Q4 2021 | $411,000 | -1.7% | 3,876 | -1.9% | 0.01% | 0.0% |
| Q3 2021 | $418,000 | – | 3,951 | – | 0.01% | – |
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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% |