ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |