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 | $40,592,864 | +8940.7% | 367,456 | +8890.8% | 26.68% | +8884.2% |
| Q4 2022 | $449,000 | -2.8% | 4,087 | -2.6% | 0.30% | -41.0% |
| Q3 2022 | $462,000 | -16.6% | 4,196 | -16.6% | 0.50% | +52.0% |
| Q2 2022 | $554,000 | -84.7% | 5,033 | -84.6% | 0.33% | -83.1% |
| Q1 2022 | $3,614,000 | -0.2% | 32,783 | 0.0% | 1.96% | -2.1% |
| Q4 2021 | $3,620,000 | -1.8% | 32,783 | -1.7% | 2.00% | -14.9% |
| Q3 2021 | $3,686,000 | -43.1% | 33,363 | -43.1% | 2.36% | -29.4% |
| Q2 2021 | $6,480,000 | -10.9% | 58,648 | -10.9% | 3.34% | -21.6% |
| Q1 2021 | $7,275,000 | +51.9% | 65,830 | +51.9% | 4.26% | +34.1% |
| Q4 2020 | $4,789,000 | -26.4% | 43,330 | -26.3% | 3.17% | -37.6% |
| Q3 2020 | $6,503,000 | -0.0% | 58,753 | 0.0% | 5.09% | -4.0% |
| Q2 2020 | $6,506,000 | -0.2% | 58,753 | 0.0% | 5.30% | -8.2% |
| Q1 2020 | $6,522,000 | – | 58,753 | – | 5.77% | – |
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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% |