ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,610 | -9.0% | 2,585 | -9.3% | 0.05% | -32.0% |
| Q3 2022 | $314,000 | +12.9% | 2,851 | +12.9% | 0.08% | +13.6% |
| Q2 2022 | $278,000 | +1.1% | 2,525 | +1.5% | 0.07% | +20.0% |
| Q1 2022 | $275,000 | 0.0% | 2,488 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $275,000 | 0.0% | 2,488 | 0.0% | 0.06% | -35.3% |
| Q3 2021 | $275,000 | 0.0% | 2,488 | 0.0% | 0.08% | +4.9% |
| Q2 2021 | $275,000 | 0.0% | 2,488 | 0.0% | 0.08% | -25.0% |
| Q4 2020 | $275,000 | -0.4% | 2,488 | 0.0% | 0.11% | -25.5% |
| Q3 2020 | $276,000 | 0.0% | 2,488 | 0.0% | 0.14% | -24.5% |
| Q2 2020 | $276,000 | +22.1% | 2,488 | +22.1% | 0.19% | -14.3% |
| Q1 2020 | $226,000 | +0.4% | 2,038 | 0.0% | 0.22% | +18.5% |
| Q4 2019 | $225,000 | – | 2,038 | – | 0.19% | – |
Download | ||||||
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% |