ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,208,372 | -59.5% | 110,513 | -59.5% | 1.33% | -57.9% |
| Q2 2023 | $30,168,865 | -30.3% | 273,145 | -30.2% | 3.15% | -40.7% |
| Q1 2023 | $43,253,460 | +12.2% | 391,434 | +11.6% | 5.31% | -14.7% |
| Q4 2022 | $38,565,763 | -7.2% | 350,853 | -7.2% | 6.23% | +3.9% |
| Q3 2022 | $41,573,000 | -10.1% | 377,935 | -10.0% | 5.99% | +0.1% |
| Q2 2022 | $46,231,000 | +12.3% | 419,903 | +12.5% | 5.99% | -8.7% |
| Q1 2022 | $41,154,000 | +431.0% | 373,282 | +431.8% | 6.55% | +356.7% |
| Q4 2021 | $7,750,000 | – | 70,190 | – | 1.44% | – |
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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% |