ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,949,000 | +292.5% | 108,168 | +292.5% | 1.86% | +174.3% |
| Q2 2023 | $3,044,000 | +0.6% | 27,557 | +0.6% | 0.68% | -2.7% |
| Q1 2023 | $3,026,000 | +2.6% | 27,387 | +2.0% | 0.70% | +5.0% |
| Q4 2022 | $2,950,000 | -1.0% | 26,837 | -0.9% | 0.66% | -7.3% |
| Q3 2022 | $2,980,000 | -6.9% | 27,087 | -6.9% | 0.72% | -0.3% |
| Q2 2022 | $3,202,000 | -3.0% | 29,082 | -2.8% | 0.72% | +3.3% |
| Q1 2022 | $3,300,000 | -72.8% | 29,933 | -72.8% | 0.69% | -65.3% |
| Q4 2021 | $12,133,000 | +4772.7% | 109,881 | +4783.6% | 2.00% | +3607.4% |
| Q3 2021 | $249,000 | – | 2,250 | – | 0.05% | – |
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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% |