ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $499,129 | -37.1% | 4,517 | -37.1% | 0.01% | -38.1% |
Q1 2024 | $793,678 | +0.4% | 7,180 | 0.0% | 0.02% | -19.2% |
Q4 2023 | $790,734 | -0.1% | 7,180 | +0.2% | 0.03% | -10.3% |
Q3 2023 | $791,408 | -14.8% | 7,164 | -14.8% | 0.03% | -17.1% |
Q2 2023 | $928,664 | -35.4% | 8,408 | -35.4% | 0.04% | -41.7% |
Q1 2023 | $1,437,716 | +66.8% | 13,011 | +65.9% | 0.06% | +46.3% |
Q4 2022 | $862,103 | – | 7,843 | – | 0.04% | – |
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% |