ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 | 595,832 | $63,087,000 | 12.04% |
| 3EDGE Asset Management, LP | 1,231,827 | $130,426,000 | 11.17% |
| Wilshire Advisors LLC | 244,483 | $25,887,000 | 9.92% |
| SCHRODERS IS Ltd | 277,800 | $29,413,000 | 8.31% |
| KEATING INVESTMENT COUNSELORS INC | 166,079 | $17,584,000 | 7.78% |
| Deane Retirement Strategies, Inc. | 133,538 | $14,138,000 | 7.46% |
| First Command Bank | 409,117 | $43,215,000 | 7.42% |
| LWS Wealth Advisors, Inc. | 170,867 | $18,091,000 | 7.40% |
| Austin Asset Management Co Inc | 220,374 | $23,333,000 | 7.28% |
| KEYSTONE WEALTH PARTNERS | 145,607 | $15,417,000 | 6.81% |