ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13,502,682 | -1.6% | 122,841 | -1.6% | 1.02% | -8.9% |
| Q3 2022 | $13,727,000 | +23.9% | 124,793 | +24.0% | 1.12% | +36.6% |
| Q2 2022 | $11,083,000 | -2.4% | 100,665 | -2.3% | 0.82% | +15.4% |
| Q1 2022 | $11,360,000 | -3.8% | 103,040 | -3.6% | 0.71% | +1.6% |
| Q4 2021 | $11,808,000 | +0.9% | 106,937 | +1.0% | 0.70% | -8.9% |
| Q3 2021 | $11,698,000 | -3.9% | 105,893 | -3.9% | 0.77% | -3.0% |
| Q2 2021 | $12,172,000 | +1.9% | 110,165 | +1.9% | 0.79% | -1.7% |
| Q1 2021 | $11,943,000 | +2.4% | 108,071 | +2.4% | 0.80% | +1.1% |
| Q4 2020 | $11,660,000 | -1.0% | 105,495 | -0.8% | 0.80% | -7.1% |
| Q3 2020 | $11,778,000 | +0.5% | 106,398 | +0.6% | 0.86% | -8.7% |
| Q2 2020 | $11,717,000 | -0.0% | 105,803 | +0.2% | 0.94% | -13.1% |
| Q1 2020 | $11,719,000 | -34.6% | 105,560 | -34.9% | 1.08% | -22.8% |
| Q4 2019 | $17,919,000 | -5.0% | 162,223 | -4.8% | 1.40% | -9.8% |
| Q3 2019 | $18,855,000 | +3.2% | 170,445 | +3.2% | 1.55% | -0.8% |
| Q2 2019 | $18,276,000 | +8.9% | 165,170 | +8.8% | 1.56% | +5.1% |
| Q1 2019 | $16,790,000 | +175.9% | 151,847 | +175.2% | 1.49% | +143.0% |
| Q4 2018 | $6,085,000 | -34.3% | 55,170 | -34.2% | 0.61% | -28.5% |
| Q3 2018 | $9,263,000 | +29.0% | 83,877 | +29.0% | 0.86% | +18.9% |
| Q2 2018 | $7,179,000 | +11.9% | 65,007 | +11.8% | 0.72% | +12.7% |
| Q1 2018 | $6,416,000 | +3.5% | 58,128 | +3.4% | 0.64% | +8.3% |
| Q4 2017 | $6,198,000 | +31.6% | 56,225 | +31.7% | 0.59% | +22.4% |
| Q3 2017 | $4,711,000 | – | 42,678 | – | 0.48% | – |
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% |