ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,485,575 | -48.5% | 22,500 | -48.5% | 0.00% | -33.3% |
| Q2 2023 | $4,826,665 | +22.3% | 43,700 | +22.4% | 0.00% | 0.0% |
| Q1 2023 | $3,945,614 | +53.6% | 35,707 | +52.8% | 0.00% | +50.0% |
| Q4 2022 | $2,569,380 | +750.8% | 23,375 | +754.3% | 0.00% | – |
| Q4 2019 | $302,000 | -17.3% | 2,736 | -17.2% | 0.00% | – |
| Q3 2019 | $365,000 | -40.5% | 3,304 | -40.3% | 0.00% | -100.0% |
| Q2 2019 | $613,000 | +0.7% | 5,536 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $609,000 | – | 5,505 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 723,745 | $79,952 | 39.10% |
| Gateway Advisory, LLC | 1,654,317 | $182,752,446 | 37.27% |
| GUIDANCE CAPITAL, INC | 570,391 | $62,765,862 | 28.11% |
| Mader & Shannon Wealth Management, Inc. | 367,456 | $40,592,864 | 26.68% |
| Client First Capital LLC | 304,395 | $33,626,473 | 24.34% |
| PEAVINE CAPITAL, LLC | 742,800 | $82,057,085 | 21.39% |
| Titan Capital Management, LLC /TX | 134,732 | $14,883,844 | 20.05% |
| Allred Capital Management, LLC | 343,442 | $37,939,996 | 18.90% |
| Cornerstone Retirement Group, Inc. | 530,662 | $58,622,280 | 16.76% |
| Divergent Wealth Advisors | 643,895 | $71,131,119 | 16.18% |