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 | $3,581,437 | +12.7% | 32,420 | +12.7% | 0.97% | +4.5% |
| Q2 2023 | $3,177,757 | -16.4% | 28,771 | -16.4% | 0.93% | -14.4% |
| Q1 2023 | $3,801,311 | +32.5% | 34,401 | +31.9% | 1.08% | +29.3% |
| Q4 2022 | $2,868,000 | -0.6% | 26,088 | -0.5% | 0.84% | -28.3% |
| Q3 2022 | $2,884,000 | -4.6% | 26,222 | -4.5% | 1.17% | +3.4% |
| Q2 2022 | $3,023,000 | +10.7% | 27,461 | +10.9% | 1.13% | +51.7% |
| Q1 2022 | $2,731,000 | -26.7% | 24,768 | -26.6% | 0.75% | -34.0% |
| Q4 2021 | $3,728,000 | +179.5% | 33,762 | +179.6% | 1.13% | +123.5% |
| Q3 2021 | $1,334,000 | +2.5% | 12,077 | +2.6% | 0.51% | -26.5% |
| Q2 2021 | $1,301,000 | -10.9% | 11,774 | -10.9% | 0.69% | -11.6% |
| Q1 2021 | $1,460,000 | -31.6% | 13,208 | -31.6% | 0.78% | -27.8% |
| Q4 2020 | $2,135,000 | +64.0% | 19,315 | +64.2% | 1.08% | +52.9% |
| Q3 2020 | $1,302,000 | +6.2% | 11,764 | +6.3% | 0.70% | -1.1% |
| Q2 2020 | $1,226,000 | -0.2% | 11,069 | +0.1% | 0.71% | -5.8% |
| Q1 2020 | $1,228,000 | +60.1% | 11,059 | +59.2% | 0.76% | +182.5% |
| Q4 2019 | $767,000 | +18.0% | 6,946 | +18.2% | 0.27% | +3.1% |
| Q3 2019 | $650,000 | +16.1% | 5,874 | +16.1% | 0.26% | +17.1% |
| Q2 2019 | $560,000 | – | 5,060 | – | 0.22% | – |
Download | ||||||
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% |