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 | $6,291,156 | -28.5% | 56,949 | -28.5% | 0.21% | -28.1% |
| Q2 2023 | $8,792,925 | -55.3% | 79,610 | -55.2% | 0.29% | -55.9% |
| Q1 2023 | $19,657,338 | -5.2% | 177,894 | -5.7% | 0.66% | -8.6% |
| Q4 2022 | $20,738,738 | -25.0% | 188,671 | -25.0% | 0.72% | -31.1% |
| Q3 2022 | $27,670,000 | -26.1% | 251,545 | -26.1% | 1.05% | -23.5% |
| Q2 2022 | $37,464,000 | +133700.0% | 340,277 | +133342.0% | 1.37% | +68550.0% |
| Q3 2019 | $28,000 | +64.7% | 255 | +67.8% | 0.00% | +100.0% |
| Q2 2019 | $17,000 | -61.4% | 152 | -62.0% | 0.00% | -75.0% |
| Q2 2018 | $44,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $44,000 | – | 400 | – | 0.00% | – |
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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% |