ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,700,712 | +6.2% | 549,477 | +6.2% | 1.63% | +7.1% |
| Q2 2023 | $57,139,895 | -0.1% | 517,338 | -0.0% | 1.52% | -3.9% |
| Q1 2023 | $57,192,517 | +14.9% | 517,580 | +14.3% | 1.58% | +3.9% |
| Q4 2022 | $49,761,721 | +23.1% | 452,709 | +23.2% | 1.52% | +6.9% |
| Q3 2022 | $40,430,000 | +70.6% | 367,550 | +70.8% | 1.43% | +76.2% |
| Q2 2022 | $23,695,000 | +0.6% | 215,219 | +0.7% | 0.81% | +16.9% |
| Q1 2022 | $23,558,000 | +17.7% | 213,682 | +17.9% | 0.69% | +20.3% |
| Q4 2021 | $20,018,000 | -12.9% | 181,290 | -12.8% | 0.58% | -21.1% |
| Q3 2021 | $22,970,000 | -5.6% | 207,927 | -5.6% | 0.73% | -4.8% |
| Q2 2021 | $24,328,000 | -1.7% | 220,185 | -1.7% | 0.77% | -16.6% |
| Q1 2021 | $24,761,000 | +3.7% | 224,063 | +3.8% | 0.92% | -4.0% |
| Q4 2020 | $23,867,000 | -1.8% | 215,934 | -1.6% | 0.96% | -16.3% |
| Q3 2020 | $24,298,000 | +70.7% | 219,498 | +70.7% | 1.14% | +46.5% |
| Q2 2020 | $14,235,000 | +42.1% | 128,556 | +42.5% | 0.78% | +19.2% |
| Q1 2020 | $10,016,000 | +18.5% | 90,218 | +17.9% | 0.66% | +47.2% |
| Q4 2019 | $8,453,000 | +37.2% | 76,526 | +37.4% | 0.44% | +17.7% |
| Q3 2019 | $6,163,000 | 0.0% | 55,704 | 0.0% | 0.38% | 0.0% |
| Q2 2019 | $6,163,000 | +4064.2% | 55,704 | +4047.7% | 0.38% | +3680.0% |
| Q1 2019 | $148,000 | -11.4% | 1,343 | -11.1% | 0.01% | -33.3% |
| Q4 2018 | $167,000 | +3.7% | 1,510 | +3.4% | 0.02% | +25.0% |
| Q3 2018 | $161,000 | +3.9% | 1,461 | +4.3% | 0.01% | 0.0% |
| Q2 2018 | $155,000 | -20.9% | 1,401 | -21.0% | 0.01% | -25.0% |
| Q1 2018 | $196,000 | -22.8% | 1,773 | -23.1% | 0.02% | -27.3% |
| Q4 2017 | $254,000 | +2.0% | 2,305 | +2.3% | 0.02% | -24.1% |
| Q3 2017 | $249,000 | +1815.4% | 2,254 | +1747.5% | 0.03% | +1350.0% |
| Q2 2017 | $13,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $13,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | 0.0% | 122 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $13,000 | 0.0% | 122 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $13,000 | -13.3% | 122 | -10.9% | 0.00% | -20.0% |
| Q4 2015 | $15,000 | +15.4% | 137 | +12.3% | 0.01% | +25.0% |
| Q3 2015 | $13,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | -72.9% | 122 | -71.7% | 0.00% | -69.2% |
| Q1 2015 | $48,000 | -95.1% | 431 | -95.2% | 0.01% | -95.8% |
| Q4 2014 | $985,000 | +681.7% | 8,937 | +683.9% | 0.31% | +388.9% |
| Q4 2013 | $126,000 | – | 1,140 | – | 0.06% | – |
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% |