ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 394 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,155,465 | +0.2% | 28,564 | +0.2% | 0.22% | +4.3% |
| Q2 2023 | $3,148,819 | +6.5% | 28,509 | +6.6% | 0.21% | +3.5% |
| Q1 2023 | $2,956,317 | +39.3% | 26,754 | +38.6% | 0.20% | +33.3% |
| Q4 2022 | $2,121,896 | -3.3% | 19,304 | -3.2% | 0.15% | -7.4% |
| Q3 2022 | $2,194,000 | +54.9% | 19,942 | +55.0% | 0.16% | +55.8% |
| Q2 2022 | $1,416,000 | +398.6% | 12,862 | +398.7% | 0.10% | +447.4% |
| Q1 2022 | $284,000 | -40.2% | 2,579 | -40.1% | 0.02% | -50.0% |
| Q4 2021 | $475,000 | +108.3% | 4,305 | +109.0% | 0.04% | +90.0% |
| Q3 2021 | $228,000 | -68.4% | 2,060 | -68.4% | 0.02% | -68.8% |
| Q2 2021 | $721,000 | +86.3% | 6,529 | +86.5% | 0.06% | +64.1% |
| Q1 2021 | $387,000 | -32.6% | 3,501 | -32.4% | 0.04% | -49.4% |
| Q3 2020 | $574,000 | -10.6% | 5,181 | -10.7% | 0.08% | -16.3% |
| Q2 2020 | $642,000 | +84.5% | 5,801 | +84.2% | 0.09% | +76.9% |
| Q3 2019 | $348,000 | +16.8% | 3,150 | +17.1% | 0.05% | +10.6% |
| Q2 2019 | $298,000 | -14.9% | 2,690 | -14.9% | 0.05% | -40.5% |
| Q1 2019 | $350,000 | +27.7% | 3,162 | +27.1% | 0.08% | 0.0% |
| Q4 2018 | $274,000 | -17.7% | 2,488 | -17.6% | 0.08% | -9.2% |
| Q3 2018 | $333,000 | – | 3,018 | – | 0.09% | – |
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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% |