ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,543,818 | +280.9% | 13,975 | +280.8% | 0.23% | +283.3% |
| Q2 2023 | $405,352 | -3.8% | 3,670 | -3.8% | 0.06% | -10.4% |
| Q1 2023 | $421,558 | -47.9% | 3,815 | -48.2% | 0.07% | -52.8% |
| Q4 2022 | $809,561 | +21.9% | 7,365 | +22.0% | 0.14% | +10.1% |
| Q3 2022 | $664,000 | +1107.3% | 6,035 | +1107.0% | 0.13% | +1072.7% |
| Q2 2022 | $55,000 | 0.0% | 500 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $55,000 | -94.8% | 500 | -94.8% | 0.01% | -94.9% |
| Q4 2021 | $1,055,000 | -0.1% | 9,555 | 0.0% | 0.20% | -7.5% |
| Q3 2021 | $1,056,000 | 0.0% | 9,555 | 0.0% | 0.21% | -2.3% |
| Q2 2021 | $1,056,000 | 0.0% | 9,555 | 0.0% | 0.22% | -6.0% |
| Q1 2021 | $1,056,000 | -2.3% | 9,555 | -2.3% | 0.23% | -6.1% |
| Q4 2020 | $1,081,000 | -53.9% | 9,780 | -53.8% | 0.25% | -56.8% |
| Q3 2020 | $2,344,000 | -6.5% | 21,175 | -6.4% | 0.57% | -11.7% |
| Q2 2020 | $2,506,000 | -3.6% | 22,630 | -3.3% | 0.65% | -14.1% |
| Q1 2020 | $2,599,000 | +283.9% | 23,409 | +281.8% | 0.75% | +371.2% |
| Q4 2019 | $677,000 | -18.5% | 6,132 | -18.3% | 0.16% | -25.2% |
| Q3 2019 | $831,000 | -8.3% | 7,508 | -8.3% | 0.21% | -6.6% |
| Q2 2019 | $906,000 | -7.5% | 8,186 | -7.6% | 0.23% | -10.5% |
| Q1 2019 | $979,000 | -18.5% | 8,856 | -18.6% | 0.26% | -21.2% |
| Q4 2018 | $1,201,000 | +2.2% | 10,886 | +2.3% | 0.32% | +5.2% |
| Q3 2018 | $1,175,000 | +27.2% | 10,640 | +27.1% | 0.31% | +21.7% |
| Q2 2018 | $924,000 | -5.2% | 8,370 | -5.2% | 0.25% | -5.9% |
| Q1 2018 | $975,000 | +12.1% | 8,830 | +11.8% | 0.27% | +8.0% |
| Q4 2017 | $870,000 | +6.7% | 7,895 | +6.9% | 0.25% | +0.8% |
| Q3 2017 | $815,000 | +2.4% | 7,385 | +2.4% | 0.25% | -3.5% |
| Q2 2017 | $796,000 | – | 7,215 | – | 0.26% | – |
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% |