ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
| GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
| M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
| Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
| JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
| AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
| 3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
| TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |