ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,179,722 | -1.1% | 115,350 | -0.4% | 0.23% | +2.2% |
| Q2 2023 | $11,298,762 | +2.8% | 115,766 | +4.5% | 0.23% | -3.0% |
| Q1 2023 | $10,995,974 | -4.0% | 110,813 | -6.2% | 0.23% | -10.7% |
| Q4 2022 | $11,458,442 | -27.1% | 118,177 | -27.7% | 0.26% | -29.1% |
| Q3 2022 | $15,715,000 | +0.3% | 163,513 | +5.8% | 0.37% | +9.2% |
| Q2 2022 | $15,669,000 | +28.2% | 154,479 | +32.6% | 0.34% | +53.2% |
| Q1 2022 | $12,224,000 | +3.1% | 116,487 | +4.0% | 0.22% | +6.3% |
| Q4 2021 | $11,858,000 | +2.1% | 111,998 | +1.8% | 0.21% | -4.6% |
| Q3 2021 | $11,617,000 | +14.9% | 109,977 | +15.7% | 0.22% | +19.9% |
| Q2 2021 | $10,107,000 | +3.4% | 95,069 | +2.8% | 0.18% | -7.2% |
| Q1 2021 | $9,774,000 | +15.5% | 92,450 | +14.1% | 0.20% | +8.9% |
| Q4 2020 | $8,460,000 | +2.3% | 81,009 | +1.9% | 0.18% | -13.5% |
| Q3 2020 | $8,273,000 | +3.2% | 79,501 | +1.5% | 0.21% | 0.0% |
| Q2 2020 | $8,018,000 | +4.2% | 78,306 | +1.6% | 0.21% | -11.5% |
| Q1 2020 | $7,696,000 | -3.7% | 77,038 | -2.9% | 0.23% | +18.2% |
| Q4 2019 | $7,990,000 | +17.4% | 79,336 | +16.7% | 0.20% | +7.0% |
| Q3 2019 | $6,807,000 | +0.5% | 67,957 | +0.9% | 0.18% | +0.5% |
| Q2 2019 | $6,775,000 | +0.4% | 67,355 | -0.5% | 0.18% | +2.2% |
| Q1 2019 | $6,751,000 | +64.5% | 67,727 | +61.8% | 0.18% | +40.6% |
| Q4 2018 | $4,103,000 | – | 41,860 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC | 664,927 | $64,896,915 | 23.46% |
| Walker Financial Services, Inc. | 199,873 | $19,507,589 | 19.27% |
| GoalFusion Wealth Management, LLC | 177,056 | $17,280,666 | 12.73% |
| M. Kulyk & Associates, LLC | 418,583 | $40,853,707 | 11.41% |
| Wilshire Advisors LLC | 203,424 | $19,854,182 | 10.52% |
| TIEDEMANN ADVISORS, LLC | 2,351,945 | $229,549,983 | 9.76% |
| 3EDGE Asset Management, LP | 1,305,889 | $127,454,718 | 9.60% |
| JEPPSON WEALTH MANAGEMENT, LLC | 222,239 | $21,690,526 | 9.44% |
| Echo45 Advisors LLC | 111,820 | $10,913,649 | 9.00% |
| Pinnacle Wealth Management Group, Inc. | 96,202 | $9,389,340 | 8.20% |