ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,005 | -56.8% | 18,151 | -56.8% | 1.61% | -15.9% |
| Q2 2023 | $4,646 | +14.4% | 42,060 | +14.5% | 1.92% | +6.4% |
| Q1 2023 | $4,060 | -29.4% | 36,745 | -29.7% | 1.80% | -13.5% |
| Q4 2022 | $5,749 | -99.4% | 52,300 | +457.2% | 2.08% | +283.6% |
| Q2 2022 | $1,034,000 | -8.7% | 9,387 | -8.6% | 0.54% | +55.1% |
| Q1 2022 | $1,133,000 | -36.6% | 10,275 | -36.6% | 0.35% | +9.4% |
| Q4 2021 | $1,788,000 | +674.0% | 16,195 | +674.1% | 0.32% | +350.7% |
| Q3 2021 | $231,000 | -14.8% | 2,092 | -14.7% | 0.07% | +26.8% |
| Q2 2021 | $271,000 | -98.0% | 2,453 | -98.0% | 0.06% | -98.4% |
| Q1 2021 | $13,698,000 | +641.6% | 123,950 | +640.3% | 3.57% | +82.4% |
| Q4 2018 | $1,847,000 | -0.1% | 16,743 | 0.0% | 1.96% | +127.2% |
| Q3 2018 | $1,849,000 | 0.0% | 16,743 | 0.0% | 0.86% | -15.4% |
| Q2 2018 | $1,849,000 | +0.1% | 16,743 | 0.0% | 1.02% | -38.5% |
| Q1 2018 | $1,848,000 | +34.8% | 16,743 | +34.6% | 1.65% | +80.4% |
| Q4 2017 | $1,371,000 | – | 12,441 | – | 0.92% | – |
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% |