ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,253,257 | +3.1% | 20,397 | +3.1% | 0.12% | +4.5% |
| Q2 2023 | $2,184,592 | +7.8% | 19,779 | +7.9% | 0.11% | +3.8% |
| Q1 2023 | $2,026,239 | +5.8% | 18,337 | +5.2% | 0.11% | +8.2% |
| Q4 2022 | $1,915,796 | +14.9% | 17,429 | +15.0% | 0.10% | +19.5% |
| Q3 2022 | $1,667,000 | -12.1% | 15,158 | -12.0% | 0.08% | -10.9% |
| Q2 2022 | $1,896,000 | +13.5% | 17,216 | +13.6% | 0.09% | 0.0% |
| Q1 2022 | $1,671,000 | -0.2% | 15,158 | 0.0% | 0.09% | +3.4% |
| Q4 2021 | $1,674,000 | 0.0% | 15,158 | 0.0% | 0.09% | -9.2% |
| Q3 2021 | $1,674,000 | -0.1% | 15,158 | 0.0% | 0.10% | +3.2% |
| Q2 2021 | $1,675,000 | 0.0% | 15,158 | 0.0% | 0.10% | -11.2% |
| Q1 2021 | $1,675,000 | 0.0% | 15,158 | 0.0% | 0.11% | -6.1% |
| Q4 2020 | $1,675,000 | -0.2% | 15,158 | 0.0% | 0.11% | -13.0% |
| Q3 2020 | $1,678,000 | 0.0% | 15,158 | 0.0% | 0.13% | -16.0% |
| Q2 2020 | $1,678,000 | -0.3% | 15,158 | 0.0% | 0.16% | -6.0% |
| Q1 2020 | $1,683,000 | -5.4% | 15,158 | -5.9% | 0.17% | +0.6% |
| Q4 2019 | $1,779,000 | +0.2% | 16,103 | +0.3% | 0.16% | +3.8% |
| Q3 2019 | $1,776,000 | +51.4% | 16,049 | +51.4% | 0.16% | +62.2% |
| Q2 2019 | $1,173,000 | +17.3% | 10,598 | +17.1% | 0.10% | +19.5% |
| Q1 2019 | $1,000,000 | – | 9,047 | – | 0.08% | – |
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% |