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 | $11,440,781 | -31.4% | 103,565 | -31.4% | 2.22% | -28.2% |
| Q2 2023 | $16,668,349 | +10653.8% | 150,913 | +10618.3% | 3.09% | +3376.4% |
| Q2 2022 | $155,000 | -83.0% | 1,408 | -82.9% | 0.09% | -80.8% |
| Q1 2022 | $910,000 | +719.8% | 8,252 | +725.2% | 0.46% | +866.7% |
| Q1 2021 | $111,000 | -6.7% | 1,000 | -7.4% | 0.05% | -14.3% |
| Q4 2020 | $119,000 | -0.8% | 1,080 | 0.0% | 0.06% | -20.0% |
| Q3 2020 | $120,000 | 0.0% | 1,080 | 0.0% | 0.07% | -7.9% |
| Q2 2020 | $120,000 | -85.3% | 1,080 | -85.4% | 0.08% | -87.2% |
| Q1 2020 | $819,000 | +34.5% | 7,375 | +33.7% | 0.59% | +103.4% |
| Q4 2019 | $609,000 | +43.3% | 5,515 | +43.6% | 0.29% | +23.7% |
| Q3 2019 | $425,000 | +32.4% | 3,840 | +32.4% | 0.24% | +26.2% |
| Q2 2019 | $321,000 | – | 2,900 | – | 0.19% | – |
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% |