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 | $2,573,509 | -26.0% | 23,296 | -26.0% | 0.04% | -25.5% |
| Q2 2023 | $3,478,181 | +8.9% | 31,491 | +8.9% | 0.05% | +4.1% |
| Q1 2023 | $3,194,887 | +221152.6% | 28,913 | +120.1% | 0.05% | +113.0% |
| Q4 2022 | $1,444 | -99.9% | 13,139 | -18.2% | 0.02% | -23.3% |
| Q3 2022 | $1,767,000 | -5.1% | 16,068 | -5.0% | 0.03% | +3.4% |
| Q2 2022 | $1,862,000 | -17.4% | 16,916 | -17.3% | 0.03% | -9.4% |
| Q1 2022 | $2,254,000 | -13.5% | 20,445 | -13.3% | 0.03% | -5.9% |
| Q4 2021 | $2,605,000 | -7.9% | 23,589 | -7.9% | 0.03% | -12.8% |
| Q3 2021 | $2,828,000 | -25.3% | 25,600 | -25.3% | 0.04% | -23.5% |
| Q2 2021 | $3,785,000 | -30.5% | 34,255 | -30.5% | 0.05% | -32.9% |
| Q1 2021 | $5,447,000 | -39.3% | 49,293 | -39.2% | 0.08% | -42.4% |
| Q4 2020 | $8,968,000 | -15.8% | 81,135 | -15.7% | 0.13% | -25.8% |
| Q3 2020 | $10,656,000 | -20.0% | 96,259 | -20.0% | 0.18% | -23.9% |
| Q2 2020 | $13,319,000 | +184.8% | 120,276 | +185.6% | 0.23% | +143.8% |
| Q1 2020 | $4,676,000 | +165.7% | 42,120 | +164.3% | 0.10% | +255.6% |
| Q4 2019 | $1,760,000 | – | 15,937 | – | 0.03% | – |
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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% |