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 | $25,630 | +0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,625 | +43.0% | 232 | +43.2% | 0.00% | +50.0% |
| Q1 2023 | $17,924 | +1.1% | 162 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $17,723 | +490.8% | 161 | +519.2% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -88.9% | 26 | -89.5% | 0.00% | -100.0% |
| Q4 2021 | $27,000 | 0.0% | 248 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $27,000 | 0.0% | 248 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | -18.2% | 248 | -17.6% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | -70.5% | 301 | -70.3% | 0.00% | -76.9% |
| Q4 2020 | $112,000 | -13.2% | 1,013 | -12.8% | 0.01% | -27.8% |
| Q3 2020 | $129,000 | -41.6% | 1,162 | -41.7% | 0.02% | -45.5% |
| Q2 2020 | $221,000 | -16.3% | 1,994 | -16.1% | 0.03% | -28.3% |
| Q1 2020 | $264,000 | +0.8% | 2,376 | +0.3% | 0.05% | +4.5% |
| Q4 2019 | $262,000 | – | 2,369 | – | 0.04% | – |
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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% |