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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,045,573 | +8.6% | 18,517 | +8.6% | 0.40% | +8.3% |
| Q2 2023 | $1,883,504 | -2.7% | 17,053 | -2.7% | 0.37% | -9.5% |
| Q1 2023 | $1,935,960 | +14.6% | 17,520 | +14.0% | 0.41% | +11.4% |
| Q4 2022 | $1,689,800 | -1.6% | 15,373 | -1.5% | 0.37% | -5.6% |
| Q3 2022 | $1,717,000 | +4.5% | 15,606 | +4.6% | 0.39% | +5.4% |
| Q2 2022 | $1,643,000 | +12.1% | 14,921 | +12.2% | 0.37% | +29.6% |
| Q1 2022 | $1,466,000 | -64.0% | 13,300 | -63.8% | 0.29% | -82.8% |
| Q2 2020 | $4,071,000 | -19.0% | 36,761 | -19.2% | 1.67% | -17.0% |
| Q4 2019 | $5,023,000 | -25.9% | 45,469 | -25.8% | 2.01% | -32.6% |
| Q3 2019 | $6,783,000 | +197.5% | 61,320 | +196.4% | 2.98% | +142.6% |
| Q4 2017 | $2,280,000 | -30.4% | 20,685 | -30.3% | 1.23% | -36.7% |
| Q3 2017 | $3,274,000 | +23.7% | 29,660 | +23.7% | 1.94% | +23.1% |
| Q2 2017 | $2,646,000 | +36.5% | 23,984 | +36.6% | 1.58% | +21.2% |
| Q1 2017 | $1,938,000 | – | 17,560 | – | 1.30% | – |
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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% |