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 | $1,344,185 | -1.1% | 12,168 | -1.1% | 0.35% | +16.6% |
| Q2 2023 | $1,359,479 | -2.9% | 12,309 | -2.8% | 0.30% | -11.4% |
| Q1 2023 | $1,399,794 | +100387.7% | 12,668 | -0.0% | 0.34% | -3.7% |
| Q4 2022 | $1,393 | -99.9% | 12,671 | +0.2% | 0.35% | -6.3% |
| Q3 2022 | $1,391,000 | +223.5% | 12,643 | +223.5% | 0.38% | +186.4% |
| Q2 2022 | $430,000 | -78.1% | 3,908 | -78.1% | 0.13% | -68.9% |
| Q1 2022 | $1,966,000 | -5.8% | 17,835 | -5.6% | 0.42% | -8.4% |
| Q3 2021 | $2,088,000 | -10.6% | 18,898 | -10.6% | 0.46% | -6.1% |
| Q2 2021 | $2,335,000 | -9.4% | 21,135 | -9.4% | 0.49% | -16.4% |
| Q1 2021 | $2,577,000 | -20.9% | 23,321 | -20.8% | 0.59% | -23.9% |
| Q4 2020 | $3,257,000 | -10.6% | 29,461 | -10.5% | 0.78% | -17.8% |
| Q3 2020 | $3,645,000 | -73.2% | 32,927 | -73.2% | 0.94% | -74.1% |
| Q2 2020 | $13,626,000 | -15.1% | 123,046 | -14.9% | 3.65% | -29.4% |
| Q1 2020 | $16,054,000 | +77.5% | 144,597 | +76.6% | 5.17% | +131.7% |
| Q4 2019 | $9,046,000 | – | 81,896 | – | 2.23% | – |
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% |