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 | $24,413,524 | +6.7% | 220,997 | +6.7% | 0.27% | +4.2% |
Q2 2023 | $22,875,960 | +8.6% | 207,116 | +8.7% | 0.26% | +1.6% |
Q1 2023 | $21,055,912 | +5.3% | 190,551 | +4.8% | 0.26% | -3.4% |
Q4 2022 | $19,987,340 | +606.5% | 181,835 | +607.0% | 0.27% | +520.9% |
Q3 2022 | $2,829,000 | +71.5% | 25,720 | +71.7% | 0.04% | +72.0% |
Q2 2022 | $1,650,000 | +281.9% | 14,983 | +282.2% | 0.02% | +316.7% |
Q1 2022 | $432,000 | -15.3% | 3,920 | -15.2% | 0.01% | -25.0% |
Q4 2021 | $510,000 | +22.6% | 4,622 | +22.9% | 0.01% | +14.3% |
Q3 2021 | $416,000 | -25.7% | 3,760 | -25.8% | 0.01% | -30.0% |
Q2 2021 | $560,000 | -8.5% | 5,069 | -8.8% | 0.01% | -23.1% |
Q1 2021 | $612,000 | +31.3% | 5,559 | +31.6% | 0.01% | +18.2% |
Q4 2020 | $466,000 | -81.0% | 4,224 | -80.9% | 0.01% | -71.8% |
Q3 2020 | $2,448,000 | +556.3% | 22,156 | +555.1% | 0.04% | +254.5% |
Q2 2020 | $373,000 | -1.1% | 3,382 | -0.6% | 0.01% | 0.0% |
Q1 2020 | $377,000 | +36.1% | 3,404 | +35.0% | 0.01% | +83.3% |
Q4 2019 | $277,000 | – | 2,522 | – | 0.01% | – |
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% |