ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,423 | +55.0% | 4,539 | +55.0% | 0.02% | +45.5% |
| Q2 2023 | $323,398 | -8.2% | 2,928 | -8.2% | 0.01% | -21.4% |
| Q1 2023 | $352,244 | +73.3% | 3,188 | +72.4% | 0.01% | +40.0% |
| Q4 2022 | $203,280 | -28.7% | 1,849 | -28.6% | 0.01% | -37.5% |
| Q3 2022 | $285,000 | +1.8% | 2,589 | +1.9% | 0.02% | 0.0% |
| Q2 2022 | $280,000 | -1.4% | 2,540 | -1.2% | 0.02% | +14.3% |
| Q1 2022 | $284,000 | -20.0% | 2,572 | -20.0% | 0.01% | -17.6% |
| Q4 2021 | $355,000 | 0.0% | 3,213 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $355,000 | 0.0% | 3,213 | 0.0% | 0.02% | -9.1% |
| Q2 2021 | $355,000 | -49.4% | 3,213 | -49.4% | 0.02% | -55.1% |
| Q1 2021 | $702,000 | -24.7% | 6,351 | -24.7% | 0.05% | -29.0% |
| Q4 2020 | $932,000 | -99.9% | 8,437 | -12.2% | 0.07% | -25.0% |
| Q3 2020 | $1,064,000,000 | – | 9,610 | – | 0.09% | – |
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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% |