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 | $1,115,259 | -38.0% | 11,507 | -37.6% | 0.17% | -34.6% |
| Q2 2023 | $1,798,476 | -3.3% | 18,427 | -1.6% | 0.26% | -10.3% |
| Q1 2023 | $1,858,975 | -18.2% | 18,734 | -20.0% | 0.29% | -21.2% |
| Q4 2022 | $2,271,676 | -7.8% | 23,429 | -8.6% | 0.37% | -17.5% |
| Q3 2022 | $2,463,000 | -5.8% | 25,630 | -0.6% | 0.45% | -2.2% |
| Q2 2022 | $2,616,000 | +14.6% | 25,796 | +18.6% | 0.46% | +33.7% |
| Q1 2022 | $2,282,000 | +3410.8% | 21,745 | +3464.8% | 0.34% | +3688.9% |
| Q4 2021 | $65,000 | – | 610 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 1,201,371 | $119,212,061 | 21.01% |
| Walker Financial Services, Inc. | 187,176 | $18,573,471 | 19.14% |
| KEATING INVESTMENT COUNSELORS INC | 447,102 | $44,365,972 | 16.77% |
| GoalFusion Wealth Management, LLC | 170,586 | $16,927,249 | 13.30% |
| M. Kulyk & Associates, LLC | 408,575 | $40,542,916 | 12.29% |
| Wilshire Advisors LLC | 202,609 | $20,104,892 | 10.76% |
| JEPPSON WEALTH MANAGEMENT, LLC | 233,586 | $23,178,739 | 10.09% |
| AMJ Financial Wealth Management | 154,546 | $15,335,600 | 9.87% |
| 3EDGE Asset Management, LP | 1,302,388 | $129,235,921 | 9.73% |
| TIEDEMANN ADVISORS, LLC | 2,111,894 | $209,563,286 | 9.52% |