ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,140,917 | +121.8% | 55,589 | +121.7% | 0.22% | +128.4% |
| Q2 2023 | $2,769,092 | +17.6% | 25,071 | +17.7% | 0.10% | +14.5% |
| Q1 2023 | $2,354,203 | +661.9% | 21,305 | +657.9% | 0.08% | +361.1% |
| Q3 2022 | $309,000 | 0.0% | 2,811 | +0.1% | 0.02% | +5.9% |
| Q2 2022 | $309,000 | +54.5% | 2,807 | +55.0% | 0.02% | -15.0% |
| Q4 2019 | $200,000 | -33.3% | 1,811 | -33.4% | 0.02% | -61.5% |
| Q3 2016 | $300,000 | -0.3% | 2,721 | 0.0% | 0.05% | -10.3% |
| Q2 2016 | $301,000 | +0.3% | 2,721 | 0.0% | 0.06% | -4.9% |
| Q1 2016 | $300,000 | – | 2,721 | – | 0.06% | – |
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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% |