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 | $2,217,685 | +40.7% | 20,075 | +40.7% | 0.06% | +42.5% |
| Q2 2023 | $1,576,453 | -10.2% | 14,273 | -10.2% | 0.04% | -14.9% |
| Q1 2023 | $1,755,845 | +1.5% | 15,890 | +1.0% | 0.05% | -6.0% |
| Q4 2022 | $1,729,152 | +79.6% | 15,731 | +79.8% | 0.05% | +42.9% |
| Q3 2022 | $963,000 | +42.2% | 8,750 | +42.3% | 0.04% | +45.8% |
| Q2 2022 | $677,000 | -0.1% | 6,147 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $678,000 | -0.7% | 6,147 | -0.6% | 0.02% | 0.0% |
| Q4 2021 | $683,000 | -18.9% | 6,182 | -18.9% | 0.02% | -30.0% |
| Q3 2021 | $842,000 | -31.8% | 7,626 | -31.7% | 0.03% | -40.0% |
| Q2 2021 | $1,234,000 | -11.7% | 11,161 | -11.7% | 0.05% | -20.6% |
| Q1 2021 | $1,397,000 | -74.3% | 12,639 | -74.2% | 0.06% | -76.4% |
| Q4 2020 | $5,428,000 | -3.5% | 49,048 | -3.5% | 0.27% | -12.7% |
| Q3 2020 | $5,626,000 | -8.8% | 50,826 | -8.7% | 0.31% | -13.1% |
| Q2 2020 | $6,166,000 | +72.2% | 55,682 | +72.7% | 0.35% | +41.9% |
| Q1 2020 | $3,581,000 | -4.4% | 32,246 | -4.9% | 0.25% | +6.9% |
| Q4 2019 | $3,745,000 | +11.2% | 33,908 | +11.4% | 0.23% | -4.1% |
| Q3 2019 | $3,368,000 | – | 30,445 | – | 0.24% | – |
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% |