ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 642 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $16,454,000 | -5.7% | 149,808 | -5.0% | 0.10% | -13.3% |
| Q3 2019 | $17,443,000 | -29.3% | 157,683 | -29.3% | 0.12% | -32.6% |
| Q2 2019 | $24,673,000 | +2.1% | 223,187 | +2.1% | 0.18% | -3.8% |
| Q1 2019 | $24,157,000 | -41.0% | 218,665 | -41.1% | 0.18% | -49.9% |
| Q4 2018 | $40,974,000 | +12.2% | 371,405 | +12.3% | 0.37% | +20.6% |
| Q3 2018 | $36,518,000 | +1354.9% | 330,729 | +1353.9% | 0.31% | +1230.4% |
| Q2 2018 | $2,510,000 | 0.0% | 22,747 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,510,000 | +48.3% | 22,747 | +48.1% | 0.02% | +43.8% |
| Q4 2017 | $1,692,000 | -47.5% | 15,355 | -47.4% | 0.02% | -54.3% |
| Q3 2017 | $3,222,000 | +120.7% | 29,176 | +120.4% | 0.04% | +105.9% |
| Q2 2017 | $1,460,000 | -4.4% | 13,238 | -4.3% | 0.02% | -10.5% |
| Q1 2017 | $1,527,000 | -8.9% | 13,839 | -9.0% | 0.02% | -17.4% |
| Q4 2016 | $1,677,000 | -19.2% | 15,200 | -19.1% | 0.02% | -25.8% |
| Q3 2016 | $2,075,000 | -12.4% | 18,787 | -12.5% | 0.03% | -18.4% |
| Q2 2016 | $2,370,000 | -6.5% | 21,464 | -6.6% | 0.04% | -15.6% |
| Q1 2016 | $2,536,000 | -18.5% | 22,980 | -18.6% | 0.04% | -22.4% |
| Q4 2015 | $3,111,000 | +27.8% | 28,221 | +27.9% | 0.06% | +16.0% |
| Q3 2015 | $2,435,000 | -11.6% | 22,069 | -11.7% | 0.05% | -2.0% |
| Q2 2015 | $2,756,000 | -6.7% | 24,989 | -6.7% | 0.05% | -10.5% |
| Q1 2015 | $2,955,000 | -27.1% | 26,797 | -27.1% | 0.06% | -36.7% |
| Q4 2014 | $4,053,000 | +33.1% | 36,759 | +33.1% | 0.09% | +8.4% |
| Q3 2014 | $3,045,000 | +28.2% | 27,622 | +28.3% | 0.08% | +27.7% |
| Q2 2014 | $2,375,000 | -27.5% | 21,536 | -27.5% | 0.06% | -32.3% |
| Q1 2014 | $3,275,000 | +14.2% | 29,699 | +14.2% | 0.10% | +9.1% |
| Q4 2013 | $2,868,000 | +94.4% | 26,009 | +94.5% | 0.09% | +76.0% |
| Q3 2013 | $1,475,000 | -54.7% | 13,372 | -54.7% | 0.05% | -56.9% |
| Q2 2013 | $3,257,000 | – | 29,550 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hansen & Associates Financial Group, Inc. | 499,185 | $55,000,215 | 28.78% |
| LaSalle St. Investment Advisors, LLC | 382,134 | $420,844 | 28.21% |
| Client First Capital LLC | 315,514 | $34,747,518 | 25.25% |
| Whalen Wealth Management Inc. | 205,773 | $22,661,784 | 20.41% |
| Titan Manages, LLC | 130,795 | $14,404,453 | 20.06% |
| Mader & Shannon Wealth Management, Inc. | 305,597 | $33,655,398 | 19.14% |
| Able Wealth Management LLC | 176,323 | $19,418,447 | 17.63% |
| Allred Capital Management, LLC | 353,617 | $38,943,872 | 16.93% |
| Divergent Wealth Advisors | 648,869 | $71,459,939 | 14.95% |
| Gateway Advisory, LLC | 611,709 | $67,367,473 | 12.93% |