ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962,894 | +20.6% | 8,716 | +20.6% | 0.02% | +16.7% |
| Q2 2023 | $798,660 | -28.0% | 7,230 | -28.0% | 0.02% | -40.0% |
| Q1 2023 | $1,109,420 | +12.5% | 10,040 | +11.9% | 0.03% | +20.0% |
| Q4 2022 | $986,125 | -63.3% | 8,971 | -63.3% | 0.02% | -66.7% |
| Q3 2022 | $2,690,000 | +5.0% | 24,451 | +5.0% | 0.08% | +15.4% |
| Q2 2022 | $2,563,000 | +74.7% | 23,281 | +75.0% | 0.06% | +97.0% |
| Q1 2022 | $1,467,000 | +572.9% | 13,303 | +574.6% | 0.03% | +450.0% |
| Q4 2020 | $218,000 | +938.1% | 1,972 | +932.5% | 0.01% | +500.0% |
| Q3 2018 | $21,000 | -85.1% | 191 | -85.1% | 0.00% | -83.3% |
| Q1 2018 | $141,000 | -25.0% | 1,278 | -25.1% | 0.01% | -25.0% |
| Q4 2017 | $188,000 | -7.8% | 1,707 | -7.6% | 0.01% | -20.0% |
| Q3 2017 | $204,000 | -50.0% | 1,847 | -50.0% | 0.01% | -52.4% |
| Q2 2017 | $408,000 | -4.4% | 3,695 | -4.5% | 0.02% | -12.5% |
| Q1 2017 | $427,000 | +29.4% | 3,870 | +29.4% | 0.02% | +9.1% |
| Q3 2016 | $330,000 | +16.6% | 2,990 | +16.8% | 0.02% | +4.8% |
| Q2 2016 | $283,000 | -47.2% | 2,559 | -47.3% | 0.02% | -54.3% |
| Q1 2016 | $536,000 | -35.7% | 4,853 | -35.8% | 0.05% | -33.3% |
| Q4 2015 | $833,000 | +30.6% | 7,556 | +30.7% | 0.07% | -13.8% |
| Q3 2015 | $638,000 | -56.7% | 5,783 | -56.7% | 0.08% | -57.7% |
| Q2 2015 | $1,473,000 | -52.2% | 13,359 | -52.2% | 0.19% | -48.5% |
| Q1 2015 | $3,084,000 | – | 27,972 | – | 0.37% | – |
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% |