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 | $250,409 | +1.3% | 2,267 | +1.3% | 0.10% | +3.0% |
| Q2 2023 | $247,299 | -4.8% | 2,239 | -4.8% | 0.10% | -10.8% |
| Q1 2023 | $259,884 | +0.6% | 2,352 | +0.0% | 0.11% | -6.7% |
| Q4 2022 | $258,405 | +28.6% | 2,351 | +28.6% | 0.12% | +13.3% |
| Q3 2022 | $201,000 | -26.6% | 1,828 | -26.3% | 0.10% | -21.6% |
| Q4 2021 | $274,000 | -5.5% | 2,481 | -5.3% | 0.13% | -13.5% |
| Q3 2021 | $290,000 | +14.2% | 2,621 | +13.9% | 0.16% | 0.0% |
| Q2 2021 | $254,000 | -33.7% | 2,302 | -33.6% | 0.16% | -41.1% |
| Q1 2021 | $383,000 | -19.4% | 3,467 | -19.4% | 0.26% | -26.1% |
| Q4 2020 | $475,000 | – | 4,300 | – | 0.36% | – |
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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% |