ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,822 | +19.3% | 161,344 | +19.3% | 1.10% | +21.4% |
| Q2 2023 | $14,937 | +16.5% | 135,247 | +16.5% | 0.90% | +9.9% |
| Q1 2023 | $12,823 | -6.6% | 116,052 | -7.1% | 0.82% | -11.1% |
| Q4 2022 | $13,725 | -99.9% | 124,872 | -5.3% | 0.92% | -11.8% |
| Q3 2022 | $14,516,000 | -42.1% | 131,868 | -42.1% | 1.05% | -40.6% |
| Q2 2022 | $25,068,000 | +22.7% | 227,602 | +22.9% | 1.76% | +34.2% |
| Q1 2022 | $20,423,000 | +613.1% | 185,203 | +613.9% | 1.31% | +642.4% |
| Q4 2021 | $2,864,000 | -16.0% | 25,944 | -15.9% | 0.18% | -21.3% |
| Q3 2021 | $3,408,000 | -5.0% | 30,853 | -4.9% | 0.22% | -5.5% |
| Q2 2021 | $3,586,000 | +15.2% | 32,459 | +15.2% | 0.24% | +10.7% |
| Q1 2021 | $3,114,000 | -48.6% | 28,179 | -48.6% | 0.22% | -51.1% |
| Q4 2020 | $6,058,000 | -73.0% | 54,809 | -72.9% | 0.44% | -75.9% |
| Q3 2020 | $22,415,000 | +6.1% | 202,479 | +6.1% | 1.83% | -3.9% |
| Q2 2020 | $21,128,000 | – | 190,791 | – | 1.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 723,745 | $79,952 | 39.10% |
| Gateway Advisory, LLC | 1,654,317 | $182,752,446 | 37.27% |
| GUIDANCE CAPITAL, INC | 570,391 | $62,765,862 | 28.11% |
| Mader & Shannon Wealth Management, Inc. | 367,456 | $40,592,864 | 26.68% |
| Client First Capital LLC | 304,395 | $33,626,473 | 24.34% |
| PEAVINE CAPITAL, LLC | 742,800 | $82,057,085 | 21.39% |
| Titan Capital Management, LLC /TX | 134,732 | $14,883,844 | 20.05% |
| Allred Capital Management, LLC | 343,442 | $37,939,996 | 18.90% |
| Cornerstone Retirement Group, Inc. | 530,662 | $58,622,280 | 16.76% |
| Divergent Wealth Advisors | 643,895 | $71,131,119 | 16.18% |