ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 441 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,306 | +85.3% | 908 | +85.3% | 0.00% | +100.0% |
| Q2 2023 | $54,120 | -12.1% | 490 | -12.0% | 0.00% | 0.0% |
| Q1 2023 | $61,548 | -53.6% | 557 | -53.9% | 0.00% | -66.7% |
| Q4 2022 | $132,672 | -1.0% | 1,207 | -1.2% | 0.00% | 0.0% |
| Q3 2022 | $134,000 | +65.4% | 1,222 | +66.9% | 0.00% | +50.0% |
| Q2 2022 | $81,000 | 0.0% | 732 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $81,000 | 0.0% | 732 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $81,000 | +12.5% | 732 | +12.6% | 0.00% | 0.0% |
| Q3 2021 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $72,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $72,000 | – | 650 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 54,968 | $6,061,000 | 5.65% |
| SFMG, LLC | 211,758 | $23,340,000 | 5.32% |
| Quantitative Advantage, LLC | 163,672 | $18,040,000 | 5.13% |
| Horizon Investments, LLC | 591,733 | $65,221,000 | 5.13% |
| CURIAN CAPITAL LLC | 536,650 | $59,150,000 | 4.38% |
| AMERICAN ASSET MANAGEMENT INC. | 28,000 | $3,086,000 | 2.92% |
| HT Partners LLC | 32,870 | $3,623,000 | 2.35% |
| JAMES INVESTMENT RESEARCH INC | 855,408 | $94,283,000 | 2.33% |
| Milliman Financial Risk Management LLC | 1,921,514 | $211,789,000 | 2.22% |
| CEDAR CAPITAL, LLC | 77,085 | $8,496,000 | 1.90% |