ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,364 | -59.9% | 3,072 | -59.9% | 0.01% | -58.3% |
| Q2 2023 | $846,268 | +6.3% | 7,662 | +6.4% | 0.01% | -7.7% |
| Q1 2023 | $796,042 | -56.2% | 7,204 | -56.4% | 0.01% | -59.4% |
| Q4 2022 | $1,815,878 | +134.6% | 16,520 | +134.7% | 0.03% | +113.3% |
| Q3 2022 | $774,000 | -1.3% | 7,039 | -1.1% | 0.02% | 0.0% |
| Q2 2022 | $784,000 | -61.6% | 7,119 | -61.4% | 0.02% | -74.6% |
| Q2 2020 | $2,044,000 | +6.6% | 18,451 | +6.8% | 0.06% | -14.5% |
| Q1 2020 | $1,917,000 | – | 17,269 | – | 0.07% | – |
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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% |