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 | $899,226 | -1.0% | 8,140 | -1.0% | 0.26% | +4.8% |
| Q2 2023 | $907,899 | -8.5% | 8,220 | -8.5% | 0.25% | -13.0% |
| Q1 2023 | $992,290 | -2.2% | 8,980 | -2.7% | 0.28% | -5.9% |
| Q4 2022 | $1,014,562 | +1.2% | 9,230 | +1.2% | 0.30% | -20.1% |
| Q3 2022 | $1,003,000 | +8.3% | 9,120 | +8.5% | 0.38% | +15.9% |
| Q2 2022 | $926,000 | -0.1% | 8,405 | 0.0% | 0.33% | +18.5% |
| Q1 2022 | $927,000 | +28.6% | 8,405 | +28.6% | 0.28% | +26.6% |
| Q4 2021 | $721,000 | +6.3% | 6,535 | +6.3% | 0.22% | -6.0% |
| Q3 2021 | $678,000 | -7.0% | 6,145 | -7.0% | 0.23% | -10.1% |
| Q2 2021 | $729,000 | -12.7% | 6,610 | -12.6% | 0.26% | -13.7% |
| Q1 2021 | $835,000 | -5.4% | 7,560 | -5.4% | 0.30% | -11.5% |
| Q4 2020 | $883,000 | -1.7% | 7,990 | -1.6% | 0.34% | -9.4% |
| Q3 2020 | $898,000 | +1.1% | 8,120 | +1.2% | 0.37% | -5.3% |
| Q2 2020 | $888,000 | +2.0% | 8,020 | +2.2% | 0.39% | -14.0% |
| Q1 2020 | $871,000 | – | 7,845 | – | 0.46% | – |
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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% |