ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $263,819 | -11.6% | 2,388 | -11.6% | 0.04% | -13.7% |
Q1 2024 | $298,458 | +0.4% | 2,700 | 0.0% | 0.05% | -7.3% |
Q4 2023 | $297,351 | -5.6% | 2,700 | -5.3% | 0.06% | -9.8% |
Q3 2023 | $314,840 | +0.0% | 2,850 | 0.0% | 0.06% | +10.9% |
Q2 2023 | $314,783 | -0.0% | 2,850 | 0.0% | 0.06% | -11.3% |
Q1 2023 | $314,926 | -72.9% | 2,850 | -73.0% | 0.06% | -75.0% |
Q4 2022 | $1,161,244 | +4.0% | 10,564 | +4.1% | 0.25% | +121.4% |
Q2 2022 | $1,117,000 | -7.4% | 10,144 | -7.3% | 0.11% | +6.7% |
Q1 2022 | $1,206,000 | -1.7% | 10,943 | -1.5% | 0.10% | +6.1% |
Q4 2021 | $1,227,000 | -4.4% | 11,115 | -4.3% | 0.10% | -12.4% |
Q3 2021 | $1,283,000 | -99.1% | 11,615 | +805.3% | 0.11% | +242.4% |
Q2 2019 | $141,963,000 | +926.8% | 1,283 | -99.0% | 0.03% | -99.2% |
Q4 2018 | $13,826,000 | -15.9% | 125,349 | -15.9% | 4.08% | -5.9% |
Q3 2018 | $16,434,000 | – | 149,008 | – | 4.34% | – |
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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% |