ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $960,476 | -0.2% | 8,694 | -0.2% | 0.30% | +2.4% |
| Q2 2023 | $962,087 | +1.2% | 8,711 | +1.3% | 0.29% | -3.3% |
| Q1 2023 | $950,438 | +0.6% | 8,601 | +0.0% | 0.30% | -2.6% |
| Q4 2022 | $945,234 | -48.9% | 8,599 | -48.6% | 0.31% | +20.6% |
| Q4 2021 | $1,849,000 | 0.0% | 16,735 | 0.0% | 0.26% | -51.7% |
| Q3 2021 | $1,849,000 | +2.3% | 16,735 | +2.3% | 0.53% | +2.9% |
| Q2 2021 | $1,807,000 | +3.9% | 16,353 | +3.8% | 0.52% | -1.1% |
| Q1 2021 | $1,740,000 | -2.1% | 15,748 | -2.1% | 0.52% | -8.7% |
| Q4 2020 | $1,778,000 | +1.9% | 16,084 | +2.0% | 0.57% | -8.5% |
| Q3 2020 | $1,745,000 | -0.7% | 15,767 | -0.7% | 0.63% | -2.3% |
| Q2 2020 | $1,758,000 | -1.6% | 15,874 | -1.4% | 0.64% | -14.4% |
| Q1 2020 | $1,787,000 | +1.8% | 16,100 | +1.3% | 0.75% | +21.0% |
| Q4 2019 | $1,756,000 | -1.2% | 15,894 | -1.1% | 0.62% | -4.9% |
| Q3 2019 | $1,777,000 | -0.5% | 16,064 | -0.5% | 0.65% | -1.5% |
| Q2 2019 | $1,786,000 | +3.3% | 16,137 | +3.2% | 0.66% | +0.6% |
| Q1 2019 | $1,729,000 | -2.1% | 15,633 | -2.4% | 0.66% | -11.8% |
| Q4 2018 | $1,766,000 | -1.9% | 16,012 | -1.8% | 0.74% | +17.0% |
| Q3 2018 | $1,801,000 | -2.1% | 16,307 | -2.1% | 0.64% | -4.4% |
| Q2 2018 | $1,839,000 | -31.3% | 16,654 | -31.3% | 0.67% | -31.7% |
| Q1 2018 | $2,675,000 | +1.2% | 24,237 | +1.1% | 0.98% | +1.8% |
| Q4 2017 | $2,644,000 | +1.2% | 23,985 | +1.3% | 0.96% | -3.3% |
| Q3 2017 | $2,613,000 | -0.1% | 23,669 | -0.2% | 0.99% | -4.1% |
| Q2 2017 | $2,616,000 | -0.6% | 23,714 | -0.6% | 1.03% | -2.2% |
| Q1 2017 | $2,632,000 | +0.1% | 23,854 | +0.0% | 1.06% | -1.4% |
| Q4 2016 | $2,630,000 | -5.0% | 23,844 | -4.9% | 1.07% | -2.9% |
| Q3 2016 | $2,769,000 | -2.5% | 25,077 | -2.5% | 1.10% | -2.6% |
| Q2 2016 | $2,840,000 | +1.5% | 25,713 | +1.4% | 1.13% | +1.4% |
| Q1 2016 | $2,798,000 | +19.2% | 25,353 | +19.0% | 1.12% | +20.2% |
| Q4 2015 | $2,348,000 | -0.3% | 21,307 | -0.2% | 0.93% | -2.1% |
| Q3 2015 | $2,355,000 | -0.6% | 21,351 | -0.6% | 0.95% | +7.2% |
| Q2 2015 | $2,370,000 | +3.4% | 21,487 | +3.4% | 0.88% | +2.9% |
| Q1 2015 | $2,291,000 | +3.7% | 20,778 | +3.6% | 0.86% | -0.6% |
| Q4 2014 | $2,210,000 | -5.2% | 20,048 | -5.1% | 0.86% | -3.8% |
| Q3 2014 | $2,330,000 | +0.9% | 21,130 | +0.9% | 0.90% | +2.9% |
| Q2 2014 | $2,310,000 | -0.6% | 20,948 | -0.6% | 0.87% | -4.1% |
| Q1 2014 | $2,324,000 | -6.3% | 21,073 | -6.3% | 0.91% | -8.2% |
| Q4 2013 | $2,479,000 | -83.9% | 22,481 | -83.9% | 0.99% | -86.7% |
| Q3 2013 | $15,424,000 | +2.8% | 139,890 | +2.7% | 7.47% | -1.2% |
| Q2 2013 | $15,011,000 | – | 136,191 | – | 7.56% | – |
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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% |