ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
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% | – |
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% |