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 | $13,585 | +9.5% | 140,164 | +10.3% | 0.05% | +6.1% |
| Q2 2023 | $12,401 | -8.6% | 127,064 | -7.1% | 0.05% | -21.0% |
| Q1 2023 | $13,571 | -6.5% | 136,764 | -8.6% | 0.06% | -15.1% |
| Q4 2022 | $14,513 | -99.9% | 149,684 | -6.5% | 0.07% | -19.8% |
| Q3 2022 | $15,388,000 | -6.6% | 160,111 | -1.5% | 0.09% | -9.9% |
| Q2 2022 | $16,484,000 | -21.0% | 162,513 | -18.3% | 0.10% | -17.9% |
| Q1 2022 | $20,873,000 | +4.6% | 198,902 | +5.6% | 0.12% | 0.0% |
| Q4 2021 | $19,952,000 | +29.1% | 188,440 | +28.8% | 0.12% | +13.9% |
| Q3 2021 | $15,451,000 | +9.0% | 146,274 | +9.7% | 0.11% | -0.9% |
| Q2 2021 | $14,173,000 | +3.6% | 133,316 | +3.0% | 0.11% | -12.1% |
| Q1 2021 | $13,677,000 | – | 129,373 | – | 0.12% | – |
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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% |