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 | $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 ↓ |
|---|---|---|---|
| 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% |