ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 102 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,719,394 | -2.5% | 15,564 | -2.5% | 0.07% | +1.5% |
| Q2 2023 | $1,763,003 | +3.4% | 15,962 | +3.5% | 0.07% | +1.5% |
| Q1 2023 | $1,704,463 | +17.8% | 15,425 | +17.2% | 0.06% | +12.1% |
| Q4 2022 | $1,446,767 | +108.8% | 13,162 | +108.9% | 0.06% | +100.0% |
| Q3 2022 | $693,000 | +2.7% | 6,300 | +2.7% | 0.03% | +7.4% |
| Q2 2022 | $675,000 | +2.3% | 6,135 | +2.5% | 0.03% | +12.5% |
| Q1 2022 | $660,000 | -3.2% | 5,985 | -3.1% | 0.02% | 0.0% |
| Q4 2021 | $682,000 | +1.9% | 6,177 | +1.9% | 0.02% | -7.7% |
| Q3 2021 | $669,000 | -13.0% | 6,059 | -12.9% | 0.03% | -13.3% |
| Q2 2021 | $769,000 | -10.6% | 6,958 | -10.6% | 0.03% | -16.7% |
| Q1 2021 | $860,000 | -9.1% | 7,786 | -9.0% | 0.04% | -12.2% |
| Q4 2020 | $946,000 | -4.1% | 8,556 | -3.9% | 0.04% | -18.0% |
| Q3 2020 | $986,000 | +31.8% | 8,906 | +31.8% | 0.05% | +25.0% |
| Q2 2020 | $748,000 | +11.8% | 6,757 | +12.1% | 0.04% | -2.4% |
| Q1 2020 | $669,000 | +26.9% | 6,028 | +26.3% | 0.04% | +51.9% |
| Q4 2019 | $527,000 | +0.2% | 4,771 | +0.3% | 0.03% | -3.6% |
| Q3 2019 | $526,000 | +83.9% | 4,756 | +83.7% | 0.03% | +75.0% |
| Q2 2019 | $286,000 | +1.4% | 2,589 | +1.4% | 0.02% | 0.0% |
| Q1 2019 | $282,000 | -6.3% | 2,552 | -6.6% | 0.02% | -11.1% |
| Q4 2018 | $301,000 | +4.2% | 2,733 | +4.5% | 0.02% | +12.5% |
| Q3 2018 | $289,000 | +15.6% | 2,616 | +15.5% | 0.02% | +6.7% |
| Q2 2018 | $250,000 | +8.2% | 2,264 | +8.3% | 0.02% | +7.1% |
| Q1 2018 | $231,000 | -16.0% | 2,090 | -16.1% | 0.01% | -17.6% |
| Q4 2017 | $275,000 | -6.5% | 2,492 | -6.4% | 0.02% | -10.5% |
| Q3 2017 | $294,000 | +5.8% | 2,661 | +5.4% | 0.02% | 0.0% |
| Q2 2017 | $278,000 | -1.4% | 2,524 | -1.4% | 0.02% | 0.0% |
| Q1 2017 | $282,000 | +2.5% | 2,559 | +2.8% | 0.02% | -5.0% |
| Q4 2016 | $275,000 | +10.0% | 2,490 | +10.0% | 0.02% | +5.3% |
| Q3 2016 | $250,000 | +2.0% | 2,263 | +2.0% | 0.02% | -5.0% |
| Q2 2016 | $245,000 | -87.5% | 2,218 | -87.5% | 0.02% | -89.3% |
| Q1 2016 | $1,955,000 | 0.0% | 17,737 | 0.0% | 0.19% | 0.0% |
| Q4 2015 | $1,955,000 | -57.1% | 17,737 | -57.0% | 0.19% | -63.0% |
| Q3 2015 | $4,554,000 | -36.6% | 41,283 | -36.6% | 0.51% | +6.5% |
| Q2 2015 | $7,179,000 | +68.6% | 65,096 | +68.6% | 0.48% | +3.0% |
| Q1 2015 | $4,257,000 | -8.9% | 38,605 | -9.0% | 0.46% | -2.5% |
| Q4 2014 | $4,675,000 | +7.9% | 42,402 | +7.4% | 0.47% | +4.4% |
| Q3 2014 | $4,332,000 | +4.3% | 39,474 | +4.8% | 0.45% | +5.8% |
| Q2 2014 | $4,152,000 | +2.5% | 37,657 | +2.5% | 0.43% | -1.4% |
| Q1 2014 | $4,051,000 | +1.5% | 36,741 | +1.5% | 0.43% | +3.6% |
| Q4 2013 | $3,990,000 | -15.4% | 36,193 | -15.4% | 0.42% | -23.1% |
| Q3 2013 | $4,717,000 | +4.5% | 42,784 | +4.5% | 0.54% | -1.3% |
| Q2 2013 | $4,513,000 | -47.4% | 40,948 | -47.4% | 0.55% | +7.2% |
| Q1 2013 | $8,584,000 | – | 77,876 | – | 0.52% | – |
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% |