ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| PEAVINE CAPITAL, LLC | 2,749,018 | $303,547,000 | 58.25% |
| Cornerstone Retirement Group, Inc. | 1,508 | $300,560,000 | 55.44% |
| Divergent Wealth Advisors | 913,670 | $100,887,000 | 20.44% |
| Manhattan West Asset Management, LLC | 174,828 | $19,305,000 | 11.57% |
| 3EDGE Asset Management, LP | 1,090,337 | $120,395,000 | 10.31% |
| AGILIS PARTNERS LLC | 174,126 | $19,227,000 | 9.62% |
| QUATTRO FINANCIAL ADVISORS LLC | 170,873 | $18,868,000 | 6.67% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 885,159 | $97,739,000 | 6.22% |
| Vise Technologies, Inc. | 200,005 | $22,085,000 | 5.98% |
| IronBridge Private Wealth, LLC | 76,218 | $8,416,000 | 4.38% |