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 | $647,797 | -19.7% | 5,864 | -19.7% | 0.02% | -19.2% |
| Q2 2023 | $806,948 | +144.6% | 7,306 | +144.7% | 0.03% | +136.4% |
| Q1 2023 | $329,953 | +9.3% | 2,986 | +8.7% | 0.01% | 0.0% |
| Q4 2022 | $301,840 | -74.6% | 2,746 | -74.6% | 0.01% | -54.2% |
| Q2 2022 | $1,190,000 | +134.7% | 10,804 | +135.1% | 0.02% | +41.2% |
| Q1 2022 | $507,000 | 0.0% | 4,596 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $507,000 | -1.2% | 4,596 | -0.8% | 0.02% | -36.0% |
| Q3 2021 | $513,000 | +0.2% | 4,634 | 0.0% | 0.02% | +19.0% |
| Q2 2021 | $512,000 | 0.0% | 4,634 | 0.0% | 0.02% | -30.0% |
| Q1 2021 | $512,000 | 0.0% | 4,634 | 0.0% | 0.03% | -3.2% |
| Q4 2020 | $512,000 | -0.2% | 4,634 | 0.0% | 0.03% | -27.9% |
| Q3 2020 | $513,000 | -6.9% | 4,634 | -6.8% | 0.04% | -12.2% |
| Q2 2020 | $551,000 | +108.7% | 4,974 | +109.2% | 0.05% | +69.0% |
| Q1 2020 | $264,000 | -50.9% | 2,378 | -51.2% | 0.03% | -34.1% |
| Q4 2019 | $538,000 | -58.7% | 4,875 | -58.7% | 0.04% | -65.1% |
| Q4 2018 | $1,303,000 | +545.0% | 11,811 | +546.5% | 0.13% | +384.6% |
| Q2 2017 | $202,000 | – | 1,827 | – | 0.03% | – |
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% |