ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,589,502 | +5.3% | 32,493 | +5.3% | 1.68% | +6.1% |
| Q2 2023 | $3,408,929 | +1.4% | 30,864 | +1.4% | 1.59% | -7.5% |
| Q1 2023 | $3,361,852 | -13.6% | 30,424 | -14.1% | 1.72% | -21.5% |
| Q4 2022 | $3,893,037 | -22.3% | 35,417 | -22.2% | 2.19% | -24.1% |
| Q3 2022 | $5,010,000 | -6.0% | 45,545 | -6.0% | 2.88% | -8.1% |
| Q2 2022 | $5,332,000 | +302.4% | 48,431 | +303.9% | 3.14% | +427.1% |
| Q1 2021 | $1,325,000 | -2.8% | 11,992 | -2.6% | 0.60% | -17.9% |
| Q3 2020 | $1,363,000 | -25.4% | 12,316 | -25.4% | 0.72% | -30.8% |
| Q2 2020 | $1,828,000 | +259.1% | 16,504 | +260.0% | 1.05% | +334.4% |
| Q1 2020 | $509,000 | +0.8% | 4,584 | +0.3% | 0.24% | -10.1% |
| Q4 2019 | $505,000 | +0.4% | 4,571 | +0.5% | 0.27% | -6.3% |
| Q3 2019 | $503,000 | – | 4,549 | – | 0.29% | – |
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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% |