ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $11,632,224 | +144.1% | 110,872 | +143.3% | 0.40% | +18.2% |
| Q4 2022 | $4,765,719 | +1698.4% | 45,575 | +1792.6% | 0.34% | +1427.3% |
| Q3 2022 | $265,000 | -9.9% | 2,408 | -9.6% | 0.02% | +10.0% |
| Q1 2022 | $294,000 | -29.7% | 2,663 | -29.7% | 0.02% | -33.3% |
| Q4 2021 | $418,000 | 0.0% | 3,787 | 0.0% | 0.03% | -3.2% |
| Q3 2021 | $418,000 | 0.0% | 3,787 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $418,000 | -11.8% | 3,787 | -11.7% | 0.03% | -19.5% |
| Q1 2021 | $474,000 | -42.3% | 4,291 | -42.3% | 0.04% | -47.4% |
| Q4 2020 | $822,000 | -39.9% | 7,434 | -39.8% | 0.08% | -45.1% |
| Q3 2020 | $1,367,000 | -2.4% | 12,345 | -2.3% | 0.14% | -3.4% |
| Q2 2020 | $1,400,000 | -3.7% | 12,642 | -3.5% | 0.15% | -14.0% |
| Q1 2020 | $1,454,000 | -60.1% | 13,097 | -60.3% | 0.17% | -51.1% |
| Q4 2019 | $3,644,000 | -33.0% | 32,989 | -32.9% | 0.35% | -36.2% |
| Q3 2019 | $5,437,000 | -26.5% | 49,150 | -26.5% | 0.55% | -29.0% |
| Q2 2019 | $7,401,000 | -9.4% | 66,885 | -9.4% | 0.77% | -11.5% |
| Q1 2019 | $8,167,000 | -6.0% | 73,862 | -6.3% | 0.87% | -13.5% |
| Q4 2018 | $8,692,000 | -46.7% | 78,803 | -46.6% | 1.01% | -44.2% |
| Q3 2018 | $16,308,000 | -4.7% | 147,664 | -4.7% | 1.81% | -4.4% |
| Q2 2018 | $17,114,000 | – | 154,965 | – | 1.89% | – |
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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% |