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 | $12,443,750 | -51.0% | 112,776 | -51.2% | 0.27% | -46.6% |
| Q2 2023 | $25,420,599 | +0.8% | 230,907 | +1.0% | 0.51% | +4.1% |
| Q1 2023 | $25,209,742 | -8.8% | 228,618 | -9.0% | 0.49% | -12.3% |
| Q4 2022 | $27,644,207 | +27.8% | 251,334 | +27.7% | 0.56% | +12.0% |
| Q3 2022 | $21,627,000 | +28.0% | 196,775 | +28.2% | 0.50% | +33.7% |
| Q2 2022 | $16,890,000 | +5419.6% | 153,520 | +5428.3% | 0.37% | +6133.3% |
| Q1 2022 | $306,000 | -89.8% | 2,777 | -89.8% | 0.01% | -95.7% |
| Q3 2020 | $3,002,000 | -21.5% | 27,115 | -21.5% | 0.14% | -41.6% |
| Q2 2020 | $3,824,000 | +17281.8% | 34,533 | +17340.9% | 0.24% | +5850.0% |
| Q3 2015 | $22,000 | +214.3% | 198 | +204.6% | 0.00% | +300.0% |
| Q2 2015 | $7,000 | -100.0% | 65 | -100.0% | 0.00% | -100.0% |
| Q1 2015 | $18,555,000 | – | 168,269 | – | 2.81% | – |
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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% |