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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $874,000 | -40.2% | 7,929 | -40.1% | 0.42% | -36.7% |
| Q4 2021 | $1,461,000 | +6.3% | 13,229 | +6.3% | 0.66% | -4.0% |
| Q3 2021 | $1,375,000 | +85.8% | 12,450 | +85.9% | 0.69% | +85.5% |
| Q2 2021 | $740,000 | -39.2% | 6,698 | -39.2% | 0.37% | -43.2% |
| Q1 2021 | $1,218,000 | +317.1% | 11,018 | +316.9% | 0.66% | +293.4% |
| Q4 2020 | $292,000 | -86.3% | 2,643 | -86.2% | 0.17% | -88.5% |
| Q2 2020 | $2,127,000 | -21.8% | 19,205 | -21.6% | 1.45% | -21.3% |
| Q1 2020 | $2,721,000 | – | 24,510 | – | 1.85% | – |
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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% |