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 | $3,874,277 | -29.7% | 39,941 | -29.4% | 0.32% | -28.1% |
| Q2 2023 | $5,514,635 | +7.8% | 56,601 | +9.3% | 0.44% | +4.0% |
| Q1 2023 | $5,114,800 | +1.8% | 51,764 | -0.2% | 0.42% | -3.9% |
| Q4 2022 | $5,026,696 | +18.6% | 51,843 | +18.0% | 0.44% | +8.1% |
| Q3 2022 | $4,239,000 | -14.9% | 43,951 | -10.5% | 0.40% | -12.3% |
| Q2 2022 | $4,981,000 | -12.2% | 49,092 | -8.8% | 0.46% | -6.1% |
| Q1 2022 | $5,671,000 | – | 53,851 | – | 0.49% | – |
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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% |