ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 624 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,469,000 | -28.8% | 13,291 | -29.0% | 0.07% | -38.4% |
| Q4 2023 | $2,062,000 | -16.3% | 18,722 | -16.1% | 0.11% | -27.7% |
| Q3 2023 | $2,465,000 | -52.9% | 22,317 | -52.9% | 0.16% | -46.9% |
| Q2 2023 | $5,238,000 | +20.2% | 47,423 | +19.7% | 0.29% | -33.5% |
| Q3 2022 | $4,356,000 | +1615.0% | 39,602 | +1621.8% | 0.44% | +4777.8% |
| Q1 2021 | $254,000 | -12.7% | 2,300 | -12.5% | 0.01% | -25.0% |
| Q4 2020 | $291,000 | -4.3% | 2,629 | -4.4% | 0.01% | -20.0% |
| Q3 2020 | $304,000 | -97.6% | 2,749 | -97.6% | 0.02% | -97.9% |
| Q2 2020 | $12,868,000 | +135.6% | 116,203 | +136.2% | 0.71% | +75.0% |
| Q1 2020 | $5,462,000 | +1116.5% | 49,198 | +1110.6% | 0.40% | +1088.2% |
| Q4 2019 | $449,000 | -49.9% | 4,064 | -49.8% | 0.03% | -54.1% |
| Q3 2019 | $896,000 | +182.6% | 8,098 | +182.3% | 0.07% | +111.4% |
| Q1 2019 | $317,000 | – | 2,869 | – | 0.04% | – |
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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% |