ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 642 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,908,000 | +303.4% | 17,269 | +303.3% | 0.74% | +284.8% |
| Q4 2020 | $473,000 | -32.3% | 4,282 | -32.2% | 0.19% | -39.9% |
| Q3 2020 | $699,000 | -8.6% | 6,312 | -8.7% | 0.32% | -20.3% |
| Q2 2020 | $765,000 | +410.0% | 6,912 | +412.0% | 0.40% | +181.0% |
| Q1 2020 | $150,000 | – | 1,350 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J.Safra Asset Management Corp | 343,610 | $37,948,000 | 38.96% |
| Cassaday & Co Inc. | 1,952,646 | $215,689,000 | 32.68% |
| Hollow Brook Wealth Management LLC | 479,964 | $53,016,000 | 27.57% |
| Titan Manages, LLC | 239,504 | $26,494,000 | 25.71% |
| AFFINIA FINANCIAL GROUP, LLC | 162,018 | $17,896,000 | 11.69% |
| TBH Global Asset Management, LLC | 284,709 | $31,449,000 | 9.43% |
| Summit Wealth Group, LLC | 81,688 | $9,023,000 | 8.52% |
| IndexIQ Advisors LLC | 2,119,192 | $234,085,000 | 8.37% |
| SimpliFi, Inc. | 129,382 | $14,292,000 | 8.13% |
| EQUITY INVESTMENT CORP | 2,131,767 | $235,475,000 | 8.10% |