ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,173 | +43.7% | 137,345 | +43.7% | 0.71% | +54.9% |
| Q2 2023 | $10,557 | +71.7% | 95,582 | +71.8% | 0.46% | +84.3% |
| Q1 2023 | $6,148 | -83.1% | 55,642 | -83.1% | 0.25% | -86.4% |
| Q4 2022 | $36,292 | -99.7% | 330,167 | +238.0% | 1.83% | +320.7% |
| Q3 2021 | $10,791,000 | – | 97,679 | – | 0.43% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $18,371,000 | -13.6% | 166,237 | -13.6% | 0.99% | -31.7% |
| Q4 2020 | $21,263,000 | +9.3% | 192,374 | +9.5% | 1.46% | -5.4% |
| Q2 2020 | $19,460,000 | +118.1% | 175,729 | +117.8% | 1.54% | +145.8% |
| Q3 2019 | $8,924,000 | -44.8% | 80,672 | -44.8% | 0.63% | -41.2% |
| Q2 2019 | $16,165,000 | +2.8% | 146,094 | +2.7% | 1.06% | +18.2% |
| Q1 2019 | $15,730,000 | +2121.8% | 142,260 | +2119.0% | 0.90% | +1205.8% |
| Q2 2018 | $708,000 | -4.2% | 6,411 | -4.3% | 0.07% | +21.1% |
| Q1 2018 | $739,000 | – | 6,696 | – | 0.06% | – |
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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% |