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 | $565,587 | -30.2% | 5,133 | -30.2% | 0.04% | -31.6% |
| Q2 2023 | $809,935 | -10.7% | 7,349 | -10.5% | 0.06% | -14.9% |
| Q1 2023 | $906,874 | -66.8% | 8,207 | -33.0% | 0.07% | -69.3% |
| Q4 2022 | $2,728,214 | -2.0% | 12,253 | -51.5% | 0.22% | -29.0% |
| Q2 2022 | $2,784,000 | -15.7% | 25,285 | -15.6% | 0.31% | -12.5% |
| Q1 2022 | $3,303,000 | +0.6% | 29,955 | +0.8% | 0.35% | +0.9% |
| Q4 2021 | $3,282,000 | +29.7% | 29,727 | +29.7% | 0.35% | +23.4% |
| Q3 2021 | $2,531,000 | -5.7% | 22,912 | -5.7% | 0.28% | -4.1% |
| Q2 2021 | $2,684,000 | -9.3% | 24,292 | -9.3% | 0.29% | -33.3% |
| Q1 2021 | $2,960,000 | -0.5% | 26,787 | -0.5% | 0.44% | -16.6% |
| Q4 2020 | $2,976,000 | +5.0% | 26,927 | +5.2% | 0.53% | -10.8% |
| Q3 2020 | $2,833,000 | -0.3% | 25,594 | -0.3% | 0.59% | -2.8% |
| Q2 2020 | $2,841,000 | -15.4% | 25,660 | -15.3% | 0.61% | -31.5% |
| Q1 2020 | $3,357,000 | +75.8% | 30,299 | +75.2% | 0.89% | +98.4% |
| Q4 2019 | $1,910,000 | – | 17,291 | – | 0.45% | – |
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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% |