ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 624 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $211,219 | -15.8% | 1,912 | -15.8% | 0.05% | -14.3% |
Q2 2023 | $250,942 | -16.6% | 2,272 | -16.5% | 0.06% | -20.3% |
Q1 2023 | $300,781 | +4.4% | 2,722 | +3.8% | 0.08% | -1.2% |
Q4 2022 | $288,210 | -10.5% | 2,622 | -10.4% | 0.08% | -20.8% |
Q3 2022 | $322,000 | -3.3% | 2,925 | -3.3% | 0.10% | +3.1% |
Q2 2022 | $333,000 | -6.5% | 3,025 | -6.2% | 0.10% | +8.9% |
Q1 2022 | $356,000 | -57.5% | 3,225 | -57.4% | 0.09% | -18.9% |
Q4 2021 | $837,000 | +87.7% | 7,576 | +87.6% | 0.11% | -9.8% |
Q3 2021 | $446,000 | -1.8% | 4,038 | -1.8% | 0.12% | -1.6% |
Q2 2021 | $454,000 | -47.0% | 4,113 | -47.0% | 0.12% | -51.4% |
Q1 2021 | $857,000 | -28.3% | 7,758 | -28.3% | 0.26% | -31.1% |
Q4 2020 | $1,195,000 | -25.4% | 10,813 | -25.3% | 0.37% | -37.5% |
Q3 2020 | $1,602,000 | +160.5% | 14,473 | +160.6% | 0.60% | +84.8% |
Q2 2020 | $615,000 | -61.2% | 5,553 | -61.2% | 0.32% | -67.5% |
Q1 2020 | $1,587,000 | +46.3% | 14,314 | +45.7% | 1.00% | +75.5% |
Q4 2019 | $1,085,000 | +56.3% | 9,826 | +56.6% | 0.57% | +40.3% |
Q3 2019 | $694,000 | +12.5% | 6,275 | +12.5% | 0.40% | +18.1% |
Q2 2019 | $617,000 | +11.2% | 5,580 | +11.2% | 0.34% | +6.5% |
Q1 2019 | $555,000 | +43.4% | 5,017 | +43.0% | 0.32% | +23.0% |
Q4 2018 | $387,000 | +15.9% | 3,509 | +15.8% | 0.26% | +37.4% |
Q3 2018 | $334,000 | – | 3,029 | – | 0.19% | – |
Download |
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% |