ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 441 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,869 | +0.0% | 5,403 | 0.0% | 0.25% | -0.8% |
| Q2 2023 | $596,761 | -2.4% | 5,403 | -2.4% | 0.25% | -9.7% |
| Q1 2023 | $611,728 | +2.3% | 5,536 | +1.8% | 0.28% | -1.8% |
| Q4 2022 | $597,745 | -0.0% | 5,438 | 0.0% | 0.28% | -10.4% |
| Q3 2022 | $598,000 | +8.7% | 5,438 | +8.9% | 0.32% | +2.3% |
| Q2 2022 | $550,000 | 0.0% | 4,993 | 0.0% | 0.31% | +15.7% |
| Q1 2022 | $550,000 | -0.2% | 4,993 | 0.0% | 0.27% | -4.3% |
| Q4 2021 | $551,000 | -16.6% | 4,993 | -16.6% | 0.28% | -28.9% |
| Q3 2021 | $661,000 | -11.7% | 5,985 | -11.7% | 0.39% | -19.3% |
| Q2 2021 | $749,000 | 0.0% | 6,775 | 0.0% | 0.49% | -9.6% |
| Q1 2021 | $749,000 | +580.9% | 6,775 | +580.9% | 0.54% | +527.9% |
| Q2 2020 | $110,000 | 0.0% | 995 | 0.0% | 0.09% | -14.0% |
| Q1 2020 | $110,000 | -50.0% | 995 | -50.0% | 0.10% | -28.6% |
| Q4 2019 | $220,000 | – | 1,990 | – | 0.14% | – |
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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% |