ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,037,587 | -15.0% | 163,310 | -14.9% | 3.66% | -16.4% |
| Q1 2023 | $21,217,308 | +18.2% | 192,012 | +17.5% | 4.38% | +15.3% |
| Q4 2022 | $17,955,841 | -13.2% | 163,354 | -13.2% | 3.80% | -26.9% |
| Q3 2022 | $20,697,000 | -5.2% | 188,155 | -5.1% | 5.20% | +1.5% |
| Q2 2022 | $21,840,000 | +1136.0% | 198,367 | +1137.8% | 5.12% | +1371.8% |
| Q1 2022 | $1,767,000 | – | 16,026 | – | 0.35% | – |
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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% |