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 | $1,246,212 | +0.6% | 11,281 | +0.6% | 0.51% | -1.0% |
| Q2 2023 | $1,238,365 | -0.3% | 11,212 | -0.2% | 0.52% | -1.9% |
| Q1 2023 | $1,242,020 | +0.4% | 11,240 | -0.2% | 0.53% | -7.7% |
| Q4 2022 | $1,237,479 | -8.3% | 11,258 | -8.2% | 0.57% | -16.2% |
| Q3 2022 | $1,349,000 | -1.0% | 12,268 | -0.8% | 0.68% | +5.1% |
| Q2 2022 | $1,362,000 | -0.1% | 12,370 | 0.0% | 0.65% | +19.4% |
| Q1 2022 | $1,364,000 | +0.1% | 12,370 | +0.3% | 0.54% | +5.2% |
| Q4 2021 | $1,362,000 | +12.0% | 12,331 | +12.0% | 0.52% | +5.3% |
| Q3 2021 | $1,216,000 | +16.7% | 11,011 | +16.7% | 0.49% | +14.8% |
| Q2 2021 | $1,042,000 | +16.9% | 9,433 | +17.0% | 0.43% | +10.1% |
| Q1 2021 | $891,000 | +11.7% | 8,062 | +11.7% | 0.39% | +5.4% |
| Q4 2020 | $798,000 | +37.3% | 7,216 | +37.5% | 0.37% | +17.6% |
| Q3 2020 | $581,000 | 0.0% | 5,248 | 0.0% | 0.31% | 0.0% |
| Q2 2020 | $581,000 | -0.7% | 5,248 | -0.6% | 0.31% | -13.3% |
| Q1 2020 | $585,000 | +8.7% | 5,278 | +8.4% | 0.36% | +30.4% |
| Q4 2019 | $538,000 | +4.3% | 4,867 | +4.4% | 0.28% | -2.8% |
| Q3 2019 | $516,000 | +0.6% | 4,662 | +0.4% | 0.28% | +0.7% |
| Q2 2019 | $513,000 | – | 4,642 | – | 0.28% | – |
Download | ||||||
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% |