ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 440 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,355 | -0.0% | 510 | 0.0% | 0.00% | -33.3% |
| Q1 2024 | $56,375 | +0.4% | 510 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $56,166 | -0.3% | 510 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $56,340 | +0.0% | 510 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $56,330 | +28.0% | 510 | +27.5% | 0.00% | +50.0% |
| Q3 2021 | $44,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | -82.4% | 400 | -82.3% | 0.00% | -88.2% |
| Q3 2020 | $250,000 | +18.5% | 2,259 | +18.2% | 0.02% | -5.6% |
| Q2 2018 | $211,000 | 0.0% | 1,911 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $211,000 | 0.0% | 1,911 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $211,000 | 0.0% | 1,911 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $211,000 | 0.0% | 1,911 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $211,000 | 0.0% | 1,911 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $211,000 | 0.0% | 1,911 | 0.0% | 0.02% | -4.5% |
| Q4 2016 | $211,000 | – | 1,911 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J.Safra Asset Management Corp | 343,610 | $37,948,000 | 38.96% |
| Cassaday & Co Inc. | 1,952,646 | $215,689,000 | 32.68% |
| Hollow Brook Wealth Management LLC | 479,964 | $53,016,000 | 27.57% |
| Titan Manages, LLC | 239,504 | $26,494,000 | 25.71% |
| AFFINIA FINANCIAL GROUP, LLC | 162,018 | $17,896,000 | 11.69% |
| TBH Global Asset Management, LLC | 284,709 | $31,449,000 | 9.43% |
| Summit Wealth Group, LLC | 81,688 | $9,023,000 | 8.52% |
| IndexIQ Advisors LLC | 2,119,192 | $234,085,000 | 8.37% |
| SimpliFi, Inc. | 129,382 | $14,292,000 | 8.13% |
| EQUITY INVESTMENT CORP | 2,131,767 | $235,475,000 | 8.10% |