ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,755 | -72.3% | 1,075 | -72.3% | 0.00% | -71.4% |
| Q2 2023 | $428,656 | +102204.5% | 3,881 | +1.8% | 0.01% | -17.6% |
| Q4 2022 | $419 | -99.8% | 3,813 | +71.7% | 0.02% | +325.0% |
| Q3 2022 | $244,000 | -17.8% | 2,221 | -17.7% | 0.00% | -42.9% |
| Q2 2022 | $297,000 | +2600.0% | 2,699 | +2599.0% | 0.01% | – |
| Q1 2022 | $11,000 | -99.1% | 100 | -99.1% | 0.00% | -100.0% |
| Q2 2021 | $1,279,000 | +549.2% | 11,580 | +550.9% | 0.03% | +1000.0% |
| Q1 2021 | $197,000 | +271.7% | 1,779 | +273.0% | 0.00% | +200.0% |
| Q3 2020 | $53,000 | +960.0% | 477 | +960.0% | 0.00% | – |
| Q2 2020 | $5,000 | -16.7% | 45 | -16.7% | 0.00% | – |
| Q1 2020 | $6,000 | -94.8% | 54 | -94.9% | 0.00% | -100.0% |
| Q4 2019 | $116,000 | – | 1,052 | – | 0.01% | – |
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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% |