ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,562 | -73.0% | 50,357 | -73.0% | 0.63% | -71.7% |
| Q2 2023 | $20,618 | -6.9% | 186,672 | -6.9% | 2.23% | -14.0% |
| Q1 2023 | $22,151 | +144.6% | 200,465 | +143.4% | 2.59% | +170.7% |
| Q4 2022 | $9,055 | -99.9% | 82,377 | +0.5% | 0.96% | -2.7% |
| Q3 2022 | $9,015,000 | +491.5% | 81,960 | +492.3% | 0.98% | +382.4% |
| Q2 2022 | $1,524,000 | -75.0% | 13,838 | -74.8% | 0.20% | -91.9% |
| Q2 2020 | $6,087,000 | – | 54,981 | – | 2.52% | – |
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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% |