ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |