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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190,008 | -92.6% | 1,720 | -92.6% | 0.01% | -91.9% |
| Q2 2023 | $2,584,088 | +10.1% | 23,396 | +10.2% | 0.06% | -1.6% |
| Q1 2023 | $2,346,689 | +1380.5% | 21,237 | +1372.7% | 0.06% | +1160.0% |
| Q4 2022 | $158,505 | -75.8% | 1,442 | -75.8% | 0.01% | -68.8% |
| Q3 2022 | $655,000 | +230.8% | 5,951 | +232.1% | 0.02% | +220.0% |
| Q2 2022 | $198,000 | -54.8% | 1,792 | -54.9% | 0.01% | -54.5% |
| Q1 2022 | $438,000 | +18.4% | 3,975 | +18.7% | 0.01% | 0.0% |
| Q4 2021 | $370,000 | -18.1% | 3,350 | -18.2% | 0.01% | -8.3% |
| Q3 2021 | $452,000 | -37.8% | 4,096 | -37.8% | 0.01% | -42.9% |
| Q2 2021 | $727,000 | +5.7% | 6,580 | +5.7% | 0.02% | -16.0% |
| Q1 2021 | $688,000 | – | 6,223 | – | 0.02% | – |
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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% |