ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 135 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $663,000 | -6.4% | 6,014 | -6.2% | 0.53% | -8.2% |
| Q3 2018 | $708,000 | 0.0% | 6,414 | 0.0% | 0.58% | -1.9% |
| Q2 2018 | $708,000 | 0.0% | 6,414 | 0.0% | 0.59% | -1.2% |
| Q1 2018 | $708,000 | +7.9% | 6,414 | +7.8% | 0.59% | +9.8% |
| Q4 2017 | $656,000 | -0.2% | 5,951 | 0.0% | 0.54% | -3.6% |
| Q3 2017 | $657,000 | 0.0% | 5,951 | 0.0% | 0.56% | -0.9% |
| Q2 2017 | $657,000 | 0.0% | 5,951 | 0.0% | 0.57% | -2.7% |
| Q1 2017 | $657,000 | +0.2% | 5,951 | 0.0% | 0.58% | +2.1% |
| Q4 2016 | $656,000 | -0.2% | 5,951 | 0.0% | 0.57% | +2.0% |
| Q3 2016 | $657,000 | 0.0% | 5,951 | 0.0% | 0.56% | +1.1% |
| Q2 2016 | $657,000 | 0.0% | 5,951 | 0.0% | 0.55% | +1.1% |
| Q1 2016 | $657,000 | – | 5,951 | – | 0.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 54,968 | $6,061,000 | 5.65% |
| SFMG, LLC | 211,758 | $23,340,000 | 5.32% |
| Quantitative Advantage, LLC | 163,672 | $18,040,000 | 5.13% |
| Horizon Investments, LLC | 591,733 | $65,221,000 | 5.13% |
| CURIAN CAPITAL LLC | 536,650 | $59,150,000 | 4.38% |
| AMERICAN ASSET MANAGEMENT INC. | 28,000 | $3,086,000 | 2.92% |
| HT Partners LLC | 32,870 | $3,623,000 | 2.35% |
| JAMES INVESTMENT RESEARCH INC | 855,408 | $94,283,000 | 2.33% |
| Milliman Financial Risk Management LLC | 1,921,514 | $211,789,000 | 2.22% |
| CEDAR CAPITAL, LLC | 77,085 | $8,496,000 | 1.90% |