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 | $1,238,148 | -4.3% | 11,208 | -4.3% | 0.05% | +4.3% |
| Q2 2023 | $1,293,370 | +15.4% | 11,710 | +15.5% | 0.05% | +12.2% |
| Q1 2023 | $1,120,470 | -1.6% | 10,140 | -2.1% | 0.04% | -6.8% |
| Q4 2022 | $1,138,661 | +0.6% | 10,359 | +0.6% | 0.04% | -6.4% |
| Q3 2022 | $1,132,000 | -5.7% | 10,295 | -5.6% | 0.05% | +2.2% |
| Q2 2022 | $1,200,000 | -3.5% | 10,900 | -3.4% | 0.05% | +9.5% |
| Q1 2022 | $1,244,000 | -7.7% | 11,280 | -7.6% | 0.04% | -6.7% |
| Q4 2021 | $1,348,000 | -7.2% | 12,205 | -7.2% | 0.04% | -11.8% |
| Q3 2021 | $1,452,000 | +3.1% | 13,145 | +3.1% | 0.05% | 0.0% |
| Q2 2021 | $1,409,000 | +5.5% | 12,755 | +5.5% | 0.05% | 0.0% |
| Q1 2021 | $1,336,000 | -6.2% | 12,090 | -6.2% | 0.05% | -10.5% |
| Q4 2020 | $1,424,000 | -0.6% | 12,885 | -0.4% | 0.06% | -10.9% |
| Q3 2020 | $1,432,000 | +1.7% | 12,935 | +1.7% | 0.06% | -5.9% |
| Q2 2020 | $1,408,000 | +4.8% | 12,715 | +5.1% | 0.07% | -17.1% |
| Q1 2020 | $1,343,000 | -0.2% | 12,100 | -0.7% | 0.08% | +17.1% |
| Q4 2019 | $1,346,000 | -3.5% | 12,185 | -3.4% | 0.07% | -9.1% |
| Q3 2019 | $1,395,000 | -38.8% | 12,615 | -38.7% | 0.08% | -37.4% |
| Q2 2019 | $2,278,000 | -0.8% | 20,590 | -0.8% | 0.12% | -0.8% |
| Q1 2019 | $2,296,000 | +8.5% | 20,765 | +8.2% | 0.12% | -1.6% |
| Q4 2018 | $2,117,000 | -10.4% | 19,190 | -10.3% | 0.13% | -1.6% |
| Q3 2018 | $2,362,000 | -1.0% | 21,385 | -1.0% | 0.13% | -4.5% |
| Q2 2018 | $2,386,000 | -0.2% | 21,600 | -0.2% | 0.13% | -2.9% |
| Q1 2018 | $2,390,000 | -0.8% | 21,650 | -1.0% | 0.14% | -2.1% |
| Q4 2017 | $2,410,000 | +43.9% | 21,860 | +44.1% | 0.14% | +36.9% |
| Q3 2017 | $1,675,000 | +9.2% | 15,170 | +9.1% | 0.10% | +6.2% |
| Q2 2017 | $1,534,000 | -5.9% | 13,900 | -5.9% | 0.10% | -15.7% |
| Q1 2017 | $1,630,000 | -35.5% | 14,775 | -35.6% | 0.12% | -39.8% |
| Q4 2016 | $2,529,000 | -14.9% | 22,925 | -14.9% | 0.19% | -18.7% |
| Q3 2016 | $2,973,000 | -0.0% | 26,925 | 0.0% | 0.24% | -5.2% |
| Q2 2016 | $2,974,000 | +0.1% | 26,925 | 0.0% | 0.25% | -5.7% |
| Q1 2016 | $2,971,000 | -5.9% | 26,925 | -6.0% | 0.26% | -3.7% |
| Q4 2015 | $3,158,000 | -25.2% | 28,650 | -25.2% | 0.27% | -29.3% |
| Q3 2015 | $4,224,000 | -0.2% | 38,290 | -0.2% | 0.39% | +2.9% |
| Q2 2015 | $4,231,000 | +108.2% | 38,365 | +108.2% | 0.38% | +99.5% |
| Q1 2015 | $2,032,000 | -15.5% | 18,425 | -15.6% | 0.19% | -17.2% |
| Q4 2014 | $2,406,000 | -0.2% | 21,825 | -0.2% | 0.23% | -5.0% |
| Q3 2014 | $2,412,000 | 0.0% | 21,875 | 0.0% | 0.24% | 0.0% |
| Q2 2014 | $2,412,000 | +4.8% | 21,875 | +4.8% | 0.24% | +1.3% |
| Q1 2014 | $2,302,000 | +0.0% | 20,875 | 0.0% | 0.24% | -2.9% |
| Q4 2013 | $2,301,000 | – | 20,875 | – | 0.24% | – |
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% |