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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,995,501 | +3.9% | 27,116 | +3.8% | 0.60% | +15.5% |
| Q2 2023 | $2,884,067 | +230.9% | 26,112 | +231.0% | 0.52% | +200.0% |
| Q1 2023 | $871,622 | -89.2% | 7,888 | -89.2% | 0.17% | -89.9% |
| Q4 2022 | $8,056,771 | -14.7% | 73,298 | -16.2% | 1.73% | -37.1% |
| Q3 2022 | $9,440,000 | +258.0% | 87,506 | +260.8% | 2.75% | +382.6% |
| Q2 2022 | $2,637,000 | +222.4% | 24,251 | +222.7% | 0.57% | +334.4% |
| Q4 2021 | $818,000 | +62.6% | 7,515 | +65.1% | 0.13% | +70.1% |
| Q2 2021 | $503,000 | -97.0% | 4,553 | -97.0% | 0.08% | -97.5% |
| Q1 2020 | $16,605,000 | +7119.6% | 149,567 | +7070.0% | 3.14% | +12452.0% |
| Q4 2019 | $230,000 | -87.0% | 2,086 | -86.9% | 0.02% | -81.6% |
| Q1 2019 | $1,767,000 | -86.6% | 15,980 | -86.6% | 0.14% | -90.8% |
| Q4 2018 | $13,153,000 | – | 119,251 | – | 1.48% | – |
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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% |