ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,300 | -18.8% | 4,520 | -18.9% | 0.02% | -10.7% |
| Q2 2023 | $614,930 | -11.6% | 5,570 | -11.6% | 0.03% | -12.5% |
| Q1 2023 | $695,940 | +13.9% | 6,300 | +13.3% | 0.03% | +10.3% |
| Q4 2022 | $611,220 | +2.0% | 5,562 | +2.1% | 0.03% | +3.6% |
| Q3 2022 | $599,000 | +92.0% | 5,445 | +92.1% | 0.03% | +115.4% |
| Q2 2022 | $312,000 | +21.4% | 2,835 | +21.7% | 0.01% | +44.4% |
| Q1 2022 | $257,000 | -4.1% | 2,330 | -3.9% | 0.01% | -10.0% |
| Q4 2021 | $268,000 | -26.2% | 2,425 | -26.2% | 0.01% | -33.3% |
| Q3 2021 | $363,000 | -42.4% | 3,286 | -42.4% | 0.02% | -42.3% |
| Q2 2021 | $630,000 | -39.5% | 5,703 | -39.4% | 0.03% | -55.9% |
| Q3 2020 | $1,041,000 | -10.5% | 9,406 | -10.5% | 0.06% | +11.3% |
| Q2 2020 | $1,163,000 | +14.8% | 10,506 | +15.2% | 0.05% | +1.9% |
| Q1 2020 | $1,013,000 | -51.0% | 9,120 | -51.3% | 0.05% | -29.7% |
| Q4 2019 | $2,068,000 | +73.8% | 18,720 | +74.0% | 0.07% | +27.6% |
| Q3 2019 | $1,190,000 | +14.9% | 10,758 | +14.9% | 0.06% | +9.4% |
| Q2 2019 | $1,036,000 | -5.2% | 9,360 | -5.3% | 0.05% | -11.7% |
| Q1 2019 | $1,093,000 | +0.3% | 9,885 | 0.0% | 0.06% | -14.3% |
| Q4 2018 | $1,090,000 | +137.0% | 9,885 | +137.6% | 0.07% | +250.0% |
| Q3 2018 | $460,000 | +0.2% | 4,160 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $459,000 | – | 4,160 | – | 0.02% | – |
Download | ||||||
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% |