ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 469 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,934 | -8.8% | 2,009 | -8.8% | 0.03% | -6.5% |
| Q2 2023 | $243,432 | -1.4% | 2,204 | -1.3% | 0.03% | -6.1% |
| Q1 2023 | $246,857 | +6.7% | 2,234 | +6.2% | 0.03% | -5.7% |
| Q4 2022 | $231,272 | -45.5% | 2,104 | -45.4% | 0.04% | -52.1% |
| Q3 2022 | $424,000 | -64.0% | 3,851 | -64.0% | 0.07% | -62.2% |
| Q2 2022 | $1,177,000 | +23.0% | 10,690 | +23.1% | 0.19% | +14.2% |
| Q1 2022 | $957,000 | +0.5% | 8,684 | +0.7% | 0.17% | -1.2% |
| Q4 2021 | $952,000 | +2.0% | 8,623 | +2.1% | 0.17% | -12.3% |
| Q3 2021 | $933,000 | -44.5% | 8,448 | -44.5% | 0.20% | -47.4% |
| Q2 2021 | $1,681,000 | +82.7% | 15,212 | +82.7% | 0.37% | +59.9% |
| Q1 2021 | $920,000 | +34.9% | 8,328 | +34.9% | 0.23% | -78.0% |
| Q4 2020 | $682,000 | -17.6% | 6,172 | -17.5% | 1.06% | +254.0% |
| Q3 2020 | $828,000 | +40.1% | 7,478 | +40.2% | 0.30% | -75.0% |
| Q2 2020 | $591,000 | -21.4% | 5,334 | -21.7% | 1.19% | +300.7% |
| Q4 2019 | $752,000 | +220.0% | 6,808 | +220.2% | 0.30% | +206.2% |
| Q3 2019 | $235,000 | -24.7% | 2,126 | -24.7% | 0.10% | -28.7% |
| Q2 2019 | $312,000 | +20.9% | 2,825 | +20.8% | 0.14% | +5.4% |
| Q4 2018 | $258,000 | – | 2,338 | – | 0.13% | – |
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% |