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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $339,788 | +49.7% | 3,075 | +50.0% | 0.03% | +39.1% |
| Q2 2021 | $227,000 | -84.4% | 2,050 | -84.4% | 0.02% | -85.4% |
| Q1 2021 | $1,453,000 | -5.9% | 13,150 | -5.8% | 0.16% | -11.8% |
| Q4 2020 | $1,544,000 | -0.1% | 13,965 | 0.0% | 0.18% | -14.0% |
| Q3 2020 | $1,546,000 | 0.0% | 13,965 | 0.0% | 0.21% | -6.8% |
| Q2 2020 | $1,546,000 | -0.3% | 13,965 | 0.0% | 0.22% | -14.6% |
| Q1 2020 | $1,550,000 | -17.3% | 13,965 | -17.7% | 0.26% | +12.6% |
| Q4 2019 | $1,874,000 | -0.2% | 16,965 | 0.0% | 0.23% | -7.2% |
| Q3 2019 | $1,877,000 | 0.0% | 16,965 | 0.0% | 0.25% | -0.8% |
| Q2 2019 | $1,877,000 | +0.1% | 16,965 | 0.0% | 0.25% | -4.6% |
| Q1 2019 | $1,876,000 | +22.2% | 16,965 | +21.9% | 0.26% | +8.2% |
| Q4 2018 | $1,535,000 | – | 13,915 | – | 0.24% | – |
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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% |