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 | $4,812,788 | +18.5% | 43,567 | +18.5% | 0.04% | +22.9% |
| Q2 2023 | $4,061,395 | -47.8% | 36,772 | -47.8% | 0.04% | -52.7% |
| Q1 2023 | $7,777,784 | +1375.0% | 70,387 | +78.8% | 0.07% | +174.1% |
| Q4 2022 | $527,312 | -95.5% | 39,363 | -63.3% | 0.03% | -80.1% |
| Q3 2022 | $11,803,000 | -12.2% | 107,302 | -12.1% | 0.14% | +13.3% |
| Q2 2022 | $13,436,000 | +92.3% | 122,036 | +92.6% | 0.12% | +122.2% |
| Q1 2022 | $6,986,000 | +15.8% | 63,376 | +16.0% | 0.05% | +20.0% |
| Q4 2021 | $6,032,000 | -42.0% | 54,632 | -42.0% | 0.04% | -31.8% |
| Q3 2021 | $10,406,000 | +173.6% | 94,201 | +173.7% | 0.07% | +100.0% |
| Q2 2021 | $3,803,000 | +1.5% | 34,419 | +1.5% | 0.03% | -8.3% |
| Q1 2021 | $3,747,000 | -53.2% | 33,907 | -53.2% | 0.04% | -56.6% |
| Q4 2020 | $8,009,000 | -26.4% | 72,462 | -26.3% | 0.08% | -41.5% |
| Q3 2020 | $10,883,000 | +7.4% | 98,306 | +7.4% | 0.14% | +0.7% |
| Q2 2020 | $10,133,000 | -38.9% | 91,504 | -38.7% | 0.14% | -53.6% |
| Q1 2020 | $16,578,000 | +247.0% | 149,322 | +245.2% | 0.30% | +310.8% |
| Q4 2019 | $4,777,000 | -47.3% | 43,254 | -47.3% | 0.07% | -47.5% |
| Q3 2019 | $9,069,000 | -30.5% | 81,999 | -30.4% | 0.14% | -40.3% |
| Q2 2019 | $13,045,000 | +95.2% | 117,891 | +95.1% | 0.24% | +78.8% |
| Q1 2019 | $6,682,000 | +15.4% | 60,437 | +15.1% | 0.13% | -5.7% |
| Q4 2018 | $5,792,000 | +936.1% | 52,508 | +936.7% | 0.14% | +1172.7% |
| Q3 2018 | $559,000 | +161.2% | 5,065 | +161.1% | 0.01% | +175.0% |
| Q2 2018 | $214,000 | -53.3% | 1,940 | -53.3% | 0.00% | -77.8% |
| Q1 2018 | $458,000 | +83.2% | 4,151 | +82.9% | 0.02% | +63.6% |
| Q4 2017 | $250,000 | -39.6% | 2,269 | -39.5% | 0.01% | +10.0% |
| Q3 2017 | $414,000 | +17.3% | 3,751 | +17.3% | 0.01% | 0.0% |
| Q2 2017 | $353,000 | -49.7% | 3,199 | -49.8% | 0.01% | -50.0% |
| Q1 2017 | $702,000 | -10.2% | 6,370 | -10.1% | 0.02% | -23.1% |
| Q4 2016 | $782,000 | +134.8% | 7,084 | +134.6% | 0.03% | +100.0% |
| Q2 2016 | $333,000 | +8.5% | 3,020 | +8.4% | 0.01% | -13.3% |
| Q1 2016 | $307,000 | +45.5% | 2,785 | +45.2% | 0.02% | +50.0% |
| Q4 2015 | $211,000 | -32.8% | 1,918 | -32.7% | 0.01% | -41.2% |
| Q3 2015 | $314,000 | +269.4% | 2,851 | +271.7% | 0.02% | +183.3% |
| Q3 2014 | $85,000 | – | 767 | – | 0.01% | – |
Download | ||||||
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% |