ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,883,844 | +9.5% | 134,732 | +9.5% | 20.05% | +35.5% |
| Q2 2023 | $13,589,216 | -7.2% | 123,035 | -7.1% | 14.79% | -5.8% |
| Q1 2023 | $14,640,919 | +0.4% | 132,497 | -0.1% | 15.71% | -0.5% |
| Q4 2022 | $14,582,097 | -4.7% | 132,661 | -4.6% | 15.79% | +0.1% |
| Q3 2022 | $15,301,000 | -0.5% | 139,101 | -0.4% | 15.78% | +3.0% |
| Q2 2022 | $15,384,000 | -2.6% | 139,727 | -2.4% | 15.33% | -3.4% |
| Q1 2022 | $15,787,000 | +91.5% | 143,194 | +91.9% | 15.87% | +114.8% |
| Q3 2021 | $8,244,000 | +16.8% | 74,629 | +16.9% | 7.39% | +10.2% |
| Q4 2020 | $7,056,000 | -66.3% | 63,841 | -66.2% | 6.70% | -68.2% |
| Q1 2020 | $20,965,000 | -20.9% | 188,840 | -21.2% | 21.10% | -17.9% |
| Q4 2019 | $26,494,000 | 0.0% | 239,504 | 0.0% | 25.71% | 0.0% |
| Q3 2019 | $26,494,000 | -1.4% | 239,504 | -1.4% | 25.71% | +0.9% |
| Q2 2019 | $26,874,000 | +3.7% | 242,872 | +3.6% | 25.47% | -3.9% |
| Q1 2019 | $25,918,000 | +0.1% | 234,405 | -0.1% | 26.51% | +0.1% |
| Q4 2018 | $25,882,000 | – | 234,654 | – | 26.47% | – |
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% |