ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,557,852 | +79.2% | 95,546 | +79.2% | 1.71% | +73.0% |
| Q1 2024 | $5,892,625 | +0.2% | 53,308 | -0.2% | 0.99% | -8.1% |
| Q4 2023 | $5,880,851 | +31.9% | 53,399 | +32.3% | 1.08% | +20.6% |
| Q3 2023 | $4,457,099 | -13.5% | 40,347 | -13.7% | 0.89% | -8.8% |
| Q2 2023 | $5,155,177 | -12.5% | 46,729 | -12.6% | 0.98% | -20.4% |
| Q1 2023 | $5,891,286 | +16.9% | 53,460 | +16.6% | 1.23% | +6.0% |
| Q4 2022 | $5,038,362 | -4.7% | 45,837 | -4.6% | 1.16% | -15.0% |
| Q3 2022 | $5,285,000 | -9.1% | 48,046 | -9.0% | 1.36% | -6.7% |
| Q2 2022 | $5,816,000 | +3.3% | 52,825 | +3.3% | 1.46% | +16.5% |
| Q1 2022 | $5,632,000 | +13.1% | 51,113 | +13.3% | 1.26% | +10.2% |
| Q4 2021 | $4,980,000 | +117.2% | 45,102 | +117.3% | 1.14% | +110.9% |
| Q3 2021 | $2,293,000 | -28.9% | 20,755 | -28.9% | 0.54% | -33.3% |
| Q2 2021 | $3,227,000 | -1.5% | 29,210 | -1.5% | 0.81% | -7.0% |
| Q1 2021 | $3,276,000 | -28.1% | 29,643 | -28.1% | 0.87% | -17.0% |
| Q4 2020 | $4,559,000 | +7.2% | 41,249 | +7.4% | 1.05% | -8.1% |
| Q3 2020 | $4,253,000 | – | 38,416 | – | 1.14% | – |
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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% |