ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,876,562 | -0.1% | 53,196 | -0.1% | 5.10% | +9.7% |
| Q2 2023 | $5,884,003 | +97.1% | 53,273 | +97.2% | 4.65% | +76.8% |
| Q1 2023 | $2,984,715 | -2.3% | 27,011 | -2.8% | 2.63% | +45.3% |
| Q4 2022 | $3,053,907 | +3.9% | 27,783 | +4.0% | 1.81% | +23.0% |
| Q3 2022 | $2,940,000 | -18.1% | 26,723 | -18.1% | 1.47% | -6.2% |
| Q2 2022 | $3,591,000 | -1.6% | 32,613 | -1.5% | 1.57% | +13.5% |
| Q1 2022 | $3,651,000 | +32.0% | 33,116 | +32.2% | 1.38% | +38.8% |
| Q4 2021 | $2,765,000 | -0.4% | 25,043 | -0.3% | 1.00% | -2.3% |
| Q3 2021 | $2,776,000 | -6.4% | 25,130 | -6.4% | 1.02% | -3.6% |
| Q2 2021 | $2,965,000 | -49.5% | 26,834 | -49.5% | 1.06% | -53.4% |
| Q1 2021 | $5,869,000 | -1.4% | 53,111 | -1.4% | 2.27% | +3.1% |
| Q4 2020 | $5,952,000 | +1281.0% | 53,854 | +1284.4% | 2.20% | +1127.9% |
| Q3 2020 | $431,000 | -23.2% | 3,890 | -23.3% | 0.18% | -28.7% |
| Q2 2020 | $561,000 | -0.4% | 5,070 | 0.0% | 0.25% | -72.4% |
| Q1 2020 | $563,000 | -2.9% | 5,070 | -3.4% | 0.91% | +107.8% |
| Q4 2019 | $580,000 | +20.8% | 5,250 | +21.0% | 0.44% | +24.8% |
| Q3 2019 | $480,000 | +32.6% | 4,340 | +32.7% | 0.35% | +37.1% |
| Q2 2019 | $362,000 | 0.0% | 3,270 | 0.0% | 0.26% | +13.3% |
| Q1 2019 | $362,000 | -30.0% | 3,270 | -30.3% | 0.23% | -36.2% |
| Q4 2018 | $517,000 | -2.1% | 4,690 | -1.9% | 0.35% | +30.1% |
| Q3 2018 | $528,000 | -2.2% | 4,780 | -2.2% | 0.27% | -17.3% |
| Q2 2018 | $540,000 | 0.0% | 4,890 | 0.0% | 0.33% | +0.3% |
| Q1 2018 | $540,000 | +2.1% | 4,890 | +1.9% | 0.33% | -0.3% |
| Q4 2017 | $529,000 | -0.2% | 4,800 | 0.0% | 0.33% | -25.1% |
| Q3 2017 | $530,000 | – | 4,800 | – | 0.44% | – |
Download | ||||||
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% |