ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,291,394 | +9.4% | 11,690 | +9.4% | 0.23% | +15.4% |
| Q2 2023 | $1,180,711 | +138.0% | 10,690 | +138.1% | 0.20% | +125.8% |
| Q1 2023 | $496,145 | +0.5% | 4,490 | 0.0% | 0.09% | -7.3% |
| Q4 2022 | $493,541 | +100.6% | 4,490 | +100.4% | 0.10% | +77.8% |
| Q3 2022 | $246,000 | -0.4% | 2,240 | 0.0% | 0.05% | +5.9% |
| Q2 2022 | $247,000 | -6.1% | 2,240 | -6.3% | 0.05% | +8.5% |
| Q1 2022 | $263,000 | -8.0% | 2,390 | -7.7% | 0.05% | -6.0% |
| Q4 2021 | $286,000 | -35.0% | 2,590 | -34.9% | 0.05% | -41.2% |
| Q3 2021 | $440,000 | -75.4% | 3,980 | -75.4% | 0.08% | -75.7% |
| Q2 2021 | $1,786,000 | -2.4% | 16,160 | -2.4% | 0.35% | -11.4% |
| Q1 2021 | $1,830,000 | -18.7% | 16,560 | -18.7% | 0.40% | -26.4% |
| Q4 2020 | $2,251,000 | -14.1% | 20,370 | -14.0% | 0.54% | -26.6% |
| Q3 2020 | $2,622,000 | -2.6% | 23,690 | -2.6% | 0.73% | -7.8% |
| Q2 2020 | $2,692,000 | +1.9% | 24,310 | +2.1% | 0.79% | -16.2% |
| Q1 2020 | $2,643,000 | – | 23,810 | – | 0.95% | – |
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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% |