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 | $492,033 | -10.7% | 4,454 | -10.7% | 0.05% | -8.8% |
| Q2 2023 | $550,925 | -0.0% | 4,988 | 0.0% | 0.06% | -3.4% |
| Q1 2023 | $551,174 | -9.5% | 4,988 | -9.9% | 0.06% | -14.5% |
| Q4 2022 | $608,847 | -14.1% | 5,539 | -14.1% | 0.07% | -22.5% |
| Q3 2022 | $709,000 | +4.7% | 6,448 | +4.9% | 0.09% | +6.0% |
| Q2 2022 | $677,000 | +8.7% | 6,148 | +8.8% | 0.08% | +16.7% |
| Q1 2022 | $623,000 | -4.0% | 5,649 | -3.8% | 0.07% | -13.3% |
| Q4 2021 | $649,000 | -3.1% | 5,875 | -3.1% | 0.08% | -15.3% |
| Q3 2021 | $670,000 | -1.6% | 6,066 | -1.6% | 0.10% | -8.4% |
| Q2 2021 | $681,000 | -4.4% | 6,167 | -4.2% | 0.11% | -11.6% |
| Q1 2021 | $712,000 | 0.0% | 6,439 | -0.0% | 0.12% | -9.0% |
| Q4 2020 | $712,000 | -0.3% | 6,442 | -0.1% | 0.13% | -13.1% |
| Q3 2020 | $714,000 | -94.2% | 6,446 | -94.2% | 0.15% | -94.9% |
| Q2 2020 | $12,405,000 | +6.7% | 112,018 | +7.0% | 2.97% | -7.2% |
| Q1 2020 | $11,626,000 | -2.1% | 104,718 | -2.6% | 3.20% | +19.1% |
| Q4 2019 | $11,872,000 | -0.2% | 107,477 | -0.1% | 2.69% | -7.6% |
| Q3 2019 | $11,900,000 | +16.4% | 107,574 | +16.4% | 2.91% | +14.9% |
| Q2 2019 | $10,223,000 | +33.2% | 92,386 | +33.1% | 2.53% | +27.0% |
| Q1 2019 | $7,674,000 | +4.8% | 69,401 | +4.5% | 1.99% | -3.3% |
| Q4 2018 | $7,323,000 | +16.5% | 66,389 | +16.6% | 2.06% | +20.2% |
| Q3 2018 | $6,286,000 | +62.7% | 56,920 | +62.7% | 1.72% | +61.2% |
| Q2 2018 | $3,863,000 | -2.4% | 34,982 | -2.5% | 1.06% | -2.8% |
| Q1 2018 | $3,959,000 | -10.6% | 35,866 | -10.8% | 1.10% | -4.0% |
| Q4 2017 | $4,430,000 | – | 40,188 | – | 1.14% | – |
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% |