ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,342 | -69.7% | 121 | -69.8% | 0.00% | -70.0% |
| Q2 2023 | $44,071 | +230.4% | 400 | +230.6% | 0.01% | +233.3% |
| Q1 2023 | $13,338 | -51.1% | 121 | -51.2% | 0.00% | -50.0% |
| Q4 2022 | $27,260 | -33.5% | 248 | -34.6% | 0.01% | -40.0% |
| Q3 2022 | $41,000 | +215.4% | 379 | +213.2% | 0.01% | +233.3% |
| Q2 2022 | $13,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 121 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $13,000 | 0.0% | 121 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $13,000 | -53.6% | 121 | -52.7% | 0.00% | -50.0% |
| Q2 2021 | $28,000 | -88.8% | 256 | -88.7% | 0.01% | -89.3% |
| Q1 2021 | $251,000 | 0.0% | 2,268 | 0.0% | 0.06% | -8.2% |
| Q3 2020 | $251,000 | -62.3% | 2,268 | -62.3% | 0.06% | -64.7% |
| Q2 2020 | $666,000 | -33.5% | 6,012 | -33.4% | 0.17% | -38.7% |
| Q1 2020 | $1,002,000 | +52.0% | 9,029 | +51.3% | 0.28% | +81.9% |
| Q4 2019 | $659,000 | +55.4% | 5,967 | +55.6% | 0.16% | +64.9% |
| Q3 2019 | $424,000 | – | 3,834 | – | 0.09% | – |
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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% |