ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,105 | +88106.8% | 3,649 | -11.8% | 0.01% | -7.7% |
| Q2 2023 | $457 | +36.0% | 4,138 | +36.0% | 0.01% | +18.2% |
| Q1 2023 | $336 | -99.9% | 3,042 | -48.3% | 0.01% | -42.1% |
| Q4 2021 | $650,000 | +153.9% | 5,883 | +153.8% | 0.02% | +111.1% |
| Q2 2021 | $256,000 | +1.6% | 2,318 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $252,000 | +4.6% | 2,283 | +4.8% | 0.01% | 0.0% |
| Q4 2020 | $241,000 | -34.5% | 2,178 | -34.7% | 0.01% | -50.0% |
| Q4 2019 | $368,000 | -16.4% | 3,334 | -16.2% | 0.02% | -21.7% |
| Q3 2019 | $440,000 | +12.8% | 3,979 | +13.0% | 0.02% | +9.5% |
| Q2 2019 | $390,000 | -9.9% | 3,522 | -10.1% | 0.02% | -16.0% |
| Q1 2019 | $433,000 | -20.8% | 3,918 | -21.0% | 0.02% | -28.6% |
| Q4 2018 | $547,000 | -10.3% | 4,962 | -10.1% | 0.04% | +2.9% |
| Q3 2018 | $610,000 | -13.1% | 5,522 | -13.1% | 0.03% | -20.9% |
| Q2 2018 | $702,000 | -11.5% | 6,353 | -11.5% | 0.04% | -21.8% |
| Q1 2018 | $793,000 | – | 7,181 | – | 0.06% | – |
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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% |