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 | $258,610 | +0.9% | 2,341 | +0.9% | 0.20% | +4.6% |
| Q2 2023 | $256,244 | +1.3% | 2,320 | +1.4% | 0.20% | -3.0% |
| Q1 2023 | $252,935 | -98.6% | 2,289 | -98.6% | 0.20% | -98.7% |
| Q4 2022 | $18,392,755 | +1125.4% | 167,329 | +1126.2% | 15.86% | +1003.3% |
| Q3 2022 | $1,501,000 | -88.4% | 13,646 | -88.4% | 1.44% | -87.6% |
| Q2 2022 | $12,928,000 | +4452.1% | 117,421 | +4453.0% | 11.54% | +5944.5% |
| Q1 2022 | $284,000 | -6.9% | 2,579 | -6.7% | 0.19% | -6.8% |
| Q4 2021 | $305,000 | -97.4% | 2,764 | -97.4% | 0.20% | -97.6% |
| Q3 2021 | $11,828,000 | +469.7% | 107,067 | +469.7% | 8.62% | +477.6% |
| Q2 2021 | $2,076,000 | +168.9% | 18,793 | +169.1% | 1.49% | +143.2% |
| Q1 2021 | $772,000 | -82.4% | 6,983 | -82.4% | 0.61% | -87.6% |
| Q3 2020 | $4,385,000 | +16.2% | 39,615 | +16.2% | 4.96% | +7.4% |
| Q2 2020 | $3,775,000 | -93.9% | 34,087 | -93.9% | 4.61% | -93.7% |
| Q1 2020 | $61,804,000 | +990.0% | 556,695 | +984.6% | 73.02% | +1239.1% |
| Q4 2019 | $5,670,000 | – | 51,329 | – | 5.45% | – |
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% |