ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770,035 | -1.5% | 25,075 | -1.5% | 0.32% | +2.8% |
| Q2 2023 | $2,810,953 | -2.0% | 25,450 | -1.9% | 0.32% | -10.2% |
| Q1 2023 | $2,867,475 | -10.4% | 25,950 | -10.9% | 0.35% | -16.6% |
| Q4 2022 | $3,201,420 | +1.7% | 29,125 | +1.7% | 0.42% | -7.5% |
| Q3 2022 | $3,149,000 | -16.1% | 28,625 | -16.0% | 0.46% | -10.8% |
| Q2 2022 | $3,752,000 | +15.4% | 34,075 | +15.5% | 0.51% | +40.0% |
| Q1 2022 | $3,252,000 | -1.4% | 29,500 | -1.2% | 0.36% | +13.0% |
| Q4 2021 | $3,298,000 | -4.7% | 29,870 | -4.6% | 0.32% | -14.6% |
| Q3 2021 | $3,459,000 | +4.5% | 31,315 | +4.5% | 0.38% | +8.0% |
| Q2 2021 | $3,310,000 | -50.2% | 29,960 | -50.2% | 0.35% | -55.0% |
| Q1 2021 | $6,643,000 | +99.1% | 60,110 | +99.1% | 0.78% | +77.0% |
| Q4 2020 | $3,336,000 | +2.9% | 30,185 | +3.1% | 0.44% | -3.3% |
| Q3 2020 | $3,242,000 | +45.3% | 29,285 | +45.3% | 0.45% | +32.0% |
| Q2 2020 | $2,232,000 | – | 20,155 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 71,534 | $7,904,507 | 70.88% |
| ACUTE INVESTMENT ADVISORY, LLC | 751,003 | $82,985,834 | 54.36% |
| Gateway Advisory, LLC | 1,698,780 | $187,715 | 41.80% |
| LaSalle St. Investment Advisors, LLC | 738,904 | $81,648 | 36.07% |
| PEAVINE CAPITAL, LLC | 1,227,795 | $135,671,357 | 31.32% |
| Cornerstone Retirement Group, Inc. | 846,569 | $93,545,911 | 27.44% |
| Estate Counselors, LLC | 1,187,945 | $131,267,923 | 17.35% |
| AFFINIA FINANCIAL GROUP, LLC | 201,113 | $22,198,741 | 16.43% |
| Crane Advisory, LLC | 432,798 | $47,703,020 | 16.21% |
| Allred Capital Management, LLC | 274,859 | $30,371,876 | 16.09% |