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 | $2,260,913 | -22.8% | 20,466 | -22.9% | 0.02% | -24.2% |
| Q2 2023 | $2,930,361 | +33.2% | 26,531 | +33.2% | 0.03% | +17.9% |
| Q1 2023 | $2,200,692 | +57.8% | 19,916 | +2.5% | 0.03% | -26.3% |
| Q4 2022 | $1,394,393 | -89.9% | 19,429 | -84.4% | 0.04% | -83.2% |
| Q3 2022 | $13,740,000 | +133.1% | 124,905 | +133.3% | 0.23% | +130.6% |
| Q2 2022 | $5,894,000 | -2.0% | 53,531 | -1.9% | 0.10% | +1.0% |
| Q1 2022 | $6,014,000 | -23.7% | 54,543 | -23.6% | 0.10% | -18.5% |
| Q4 2021 | $7,884,000 | +20.8% | 71,401 | +20.9% | 0.12% | -26.1% |
| Q3 2021 | $6,524,000 | +27.7% | 59,057 | +27.7% | 0.16% | +18.4% |
| Q2 2021 | $5,109,000 | +133.7% | 46,238 | +133.8% | 0.14% | +109.2% |
| Q1 2021 | $2,186,000 | -3.8% | 19,780 | -3.8% | 0.06% | -12.2% |
| Q4 2020 | $2,273,000 | +4.8% | 20,560 | +5.0% | 0.07% | -1.3% |
| Q3 2020 | $2,168,000 | +54.5% | 19,586 | +54.6% | 0.08% | +36.4% |
| Q2 2020 | $1,403,000 | -17.8% | 12,672 | -17.6% | 0.06% | -32.9% |
| Q1 2020 | $1,707,000 | +3.9% | 15,376 | +3.3% | 0.08% | +26.2% |
| Q4 2019 | $1,643,000 | +10.2% | 14,879 | +10.4% | 0.06% | -1.5% |
| Q3 2019 | $1,491,000 | +150.6% | 13,477 | +150.5% | 0.07% | +83.3% |
| Q2 2019 | $595,000 | +125.4% | 5,379 | +125.1% | 0.04% | +111.8% |
| Q4 2018 | $264,000 | – | 2,390 | – | 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% |