ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,370,309 | -15.0% | 546,486 | -15.0% | 13.71% | -11.8% |
| Q2 2023 | $71,011,066 | +9.6% | 642,925 | +9.6% | 15.55% | +4.2% |
| Q1 2023 | $64,796,540 | +15.8% | 586,394 | +15.2% | 14.92% | +9.4% |
| Q4 2022 | $55,966,098 | +9.4% | 509,153 | +9.5% | 13.64% | +3.7% |
| Q3 2022 | $51,139,000 | +107.1% | 464,904 | +107.3% | 13.16% | +97.9% |
| Q2 2022 | $24,687,000 | +1735.5% | 224,219 | +1745.9% | 6.65% | +1115.2% |
| Q2 2020 | $1,345,000 | +20.4% | 12,147 | +20.7% | 0.55% | -2.0% |
| Q1 2020 | $1,117,000 | -50.1% | 10,061 | -50.3% | 0.56% | -27.7% |
| Q4 2019 | $2,238,000 | -75.7% | 20,263 | -75.6% | 0.77% | -77.5% |
| Q3 2019 | $9,203,000 | +32.4% | 83,199 | +32.4% | 3.43% | +25.7% |
| Q2 2019 | $6,953,000 | -36.1% | 62,837 | -36.2% | 2.73% | -41.8% |
| Q1 2019 | $10,883,000 | -36.8% | 98,424 | -37.0% | 4.69% | -35.0% |
| Q4 2018 | $17,226,000 | – | 156,175 | – | 7.22% | – |
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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% |