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 | $804,773 | +119.5% | 7,285 | +119.4% | 0.04% | +111.8% |
| Q2 2023 | $366,693 | +0.8% | 3,320 | +0.9% | 0.02% | -5.6% |
| Q1 2023 | $363,655 | -97.5% | 3,291 | -97.6% | 0.02% | -97.7% |
| Q4 2022 | $14,837,256 | -32.7% | 134,982 | -32.7% | 0.79% | -39.2% |
| Q3 2022 | $22,051,000 | +1293.0% | 200,472 | +1297.8% | 1.30% | +985.0% |
| Q4 2021 | $1,583,000 | -28.9% | 14,342 | -28.8% | 0.12% | -34.8% |
| Q3 2021 | $2,225,000 | -11.5% | 20,143 | -11.5% | 0.18% | -17.5% |
| Q2 2021 | $2,515,000 | -31.3% | 22,768 | -31.2% | 0.22% | -44.9% |
| Q1 2021 | $3,659,000 | -22.6% | 33,113 | -22.5% | 0.40% | -28.7% |
| Q4 2020 | $4,725,000 | -7.4% | 42,749 | -7.3% | 0.57% | -18.4% |
| Q3 2020 | $5,105,000 | +2.7% | 46,112 | +2.7% | 0.70% | -2.4% |
| Q2 2020 | $4,972,000 | +49.2% | 44,897 | +49.6% | 0.71% | +26.2% |
| Q1 2020 | $3,332,000 | +247.1% | 30,012 | +245.3% | 0.56% | +281.8% |
| Q4 2019 | $960,000 | +21.5% | 8,692 | +21.7% | 0.15% | +12.1% |
| Q3 2019 | $790,000 | -0.3% | 7,142 | -0.2% | 0.13% | -2.2% |
| Q2 2019 | $792,000 | +34.5% | 7,157 | +34.4% | 0.14% | +28.6% |
| Q1 2019 | $589,000 | +48.0% | 5,326 | +47.6% | 0.10% | +29.6% |
| Q4 2018 | $398,000 | +14.0% | 3,609 | +14.2% | 0.08% | +17.4% |
| Q1 2018 | $349,000 | +1242.3% | 3,160 | +1256.2% | 0.07% | +666.7% |
| Q3 2014 | $26,000 | – | 233 | – | 0.01% | – |
Download | ||||||
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% |