ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 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 | $128,400,568 | -17.3% | 1,162,266 | -17.4% | 0.19% | -31.9% |
| Q2 2023 | $155,267,868 | +5.8% | 1,406,567 | +5.9% | 0.28% | +1.1% |
| Q1 2023 | $146,703,573 | +34.1% | 1,328,584 | +33.5% | 0.28% | +24.3% |
| Q4 2022 | $109,416,440 | -27.9% | 995,382 | -27.8% | 0.22% | -36.0% |
| Q3 2022 | $151,679,000 | -2.7% | 1,378,736 | -2.7% | 0.35% | +0.9% |
| Q2 2022 | $155,939,000 | +157.3% | 1,416,623 | +71.1% | 0.34% | +191.5% |
| Q1 2022 | $60,598,000 | +464.5% | 827,935 | +751.9% | 0.12% | +490.0% |
| Q4 2021 | $10,735,000 | -33.9% | 97,191 | -33.8% | 0.02% | -41.2% |
| Q3 2021 | $16,234,000 | -8.0% | 146,895 | -7.9% | 0.03% | -10.5% |
| Q2 2021 | $17,638,000 | -12.0% | 159,577 | -12.0% | 0.04% | -20.8% |
| Q1 2021 | $20,047,000 | -20.2% | 181,317 | -20.2% | 0.05% | -28.4% |
| Q4 2020 | $25,118,000 | -11.8% | 227,215 | -11.6% | 0.07% | -21.2% |
| Q3 2020 | $28,466,000 | -24.7% | 257,089 | -24.7% | 0.08% | -33.1% |
| Q2 2020 | $37,826,000 | -28.1% | 341,470 | -88.5% | 0.13% | -40.9% |
| Q1 2020 | $52,607,000 | – | 2,971,626 | – | 0.22% | – |
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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% |