ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $200,345 | -0.9% | 2,067 | -0.2% | 0.01% | 0.0% |
Q2 2023 | $202,202 | -88.0% | 2,072 | -87.8% | 0.01% | -89.1% |
Q1 2023 | $1,685,728 | -5.7% | 16,988 | -7.8% | 0.09% | -15.6% |
Q4 2022 | $1,787,273 | +427.2% | 18,433 | +450.9% | 0.11% | +373.9% |
Q3 2022 | $339,000 | 0.0% | 3,346 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $339,000 | +88.3% | 3,346 | +97.1% | 0.02% | +109.1% |
Q4 2021 | $180,000 | -95.9% | 1,698 | -95.9% | 0.01% | -92.2% |
Q3 2021 | $4,405,000 | +36.4% | 41,704 | +37.2% | 0.14% | +36.9% |
Q2 2021 | $3,230,000 | -11.6% | 30,386 | -12.1% | 0.10% | -22.0% |
Q1 2021 | $3,655,000 | – | 34,570 | – | 0.13% | – |
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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% |