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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $85,057,000 | -53.0% | 772,547 | -52.9% | 1.65% | +3.6% |
| Q1 2022 | $180,940,000 | +105.6% | 1,641,404 | +105.9% | 1.59% | +2.8% |
| Q4 2021 | $88,008,000 | +5.5% | 797,032 | +5.5% | 1.55% | -4.8% |
| Q3 2021 | $83,449,000 | +18.1% | 755,403 | +18.1% | 1.63% | +11.7% |
| Q2 2021 | $70,658,000 | +0.6% | 639,502 | +0.6% | 1.46% | -11.2% |
| Q1 2021 | $70,271,000 | +12.1% | 635,882 | +12.1% | 1.64% | 0.0% |
| Q4 2020 | $62,693,000 | +19.8% | 567,260 | +20.0% | 1.64% | -4.3% |
| Q3 2020 | $52,333,000 | +21.0% | 472,711 | +21.1% | 1.71% | +1.0% |
| Q2 2020 | $43,235,000 | +26.2% | 390,491 | +26.5% | 1.70% | -0.1% |
| Q1 2020 | $34,266,000 | -50.6% | 308,655 | -50.9% | 1.70% | -49.0% |
| Q4 2019 | $69,375,000 | +10.7% | 628,056 | +10.8% | 3.33% | -14.3% |
| Q3 2019 | $62,679,000 | +30.4% | 566,724 | +30.5% | 3.88% | +3.3% |
| Q2 2019 | $48,060,000 | +36.7% | 434,353 | +36.6% | 3.76% | +3.7% |
| Q1 2019 | $35,165,000 | -27.8% | 318,036 | -27.9% | 3.63% | -2.1% |
| Q4 2018 | $48,690,000 | +225.6% | 441,348 | +226.0% | 3.71% | +26.0% |
| Q3 2018 | $14,952,000 | – | 135,386 | – | 2.94% | – |
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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% |