ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,573,478 | +5.6% | 76,123 | +5.5% | 0.54% | +3.0% |
| Q1 2024 | $7,174,073 | +11.0% | 72,152 | +10.0% | 0.52% | +3.8% |
| Q4 2023 | $6,464,842 | +6.0% | 65,573 | +4.2% | 0.51% | -13.5% |
| Q3 2023 | $6,096,365 | +34.4% | 62,901 | +35.3% | 0.58% | -9.7% |
| Q2 2023 | $4,535,960 | -3.1% | 46,475 | -1.5% | 0.65% | -5.3% |
| Q1 2023 | $4,680,679 | -11.2% | 47,170 | -13.2% | 0.68% | -10.9% |
| Q4 2022 | $5,271,715 | +9.6% | 54,370 | +8.6% | 0.77% | -2.3% |
| Q3 2022 | $4,812,000 | +52.2% | 50,066 | +60.6% | 0.79% | +62.7% |
| Q2 2022 | $3,161,000 | +69.9% | 31,171 | +75.7% | 0.48% | +94.0% |
| Q1 2022 | $1,861,000 | +309.0% | 17,736 | +312.5% | 0.25% | +329.3% |
| Q4 2021 | $455,000 | +43.5% | 4,300 | +43.3% | 0.06% | +31.8% |
| Q3 2021 | $317,000 | – | 3,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 111,858 | $11,175,000 | 27.29% |
| KEATING INVESTMENT COUNSELORS INC | 177,285 | $17,711,000 | 10.82% |
| Quaker Wealth Management, LLC | 132,321 | $13,219,000 | 9.39% |
| Lee Financial Co | 280,034 | $27,975,000 | 9.28% |
| Stordahl Capital Management, Inc. | 119,922 | $12,109,000 | 7.48% |
| New Capital Management LP | 35,357 | $3,532,000 | 6.69% |
| LWS Wealth Advisors, Inc. | 99,953 | $9,806,000 | 6.38% |
| ALTFEST L J & CO INC | 203,449 | $20,325,000 | 6.36% |
| American Money Management, LLC | 113,478 | $11,336,000 | 6.35% |
| Parcion Private Wealth LLC | 201,527 | $20,133,000 | 5.55% |