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 | $16,378,470 | +9.5% | 148,262 | +9.1% | 5.12% | +11.6% |
| Q2 2023 | $14,964,303 | +45.2% | 135,916 | +45.7% | 4.59% | +52.1% |
| Q1 2023 | $10,304,722 | +945.7% | 93,298 | +940.7% | 3.02% | +863.3% |
| Q4 2022 | $985,433 | +90.6% | 8,965 | +90.7% | 0.31% | +74.9% |
| Q3 2022 | $517,000 | 0.0% | 4,700 | 0.0% | 0.18% | +1.1% |
| Q2 2022 | $517,000 | -0.2% | 4,700 | 0.0% | 0.18% | +7.3% |
| Q1 2022 | $518,000 | -0.2% | 4,700 | 0.0% | 0.16% | -8.3% |
| Q4 2021 | $519,000 | +46.6% | 4,700 | +46.9% | 0.18% | +31.4% |
| Q3 2021 | $354,000 | 0.0% | 3,200 | 0.0% | 0.14% | -9.3% |
| Q2 2021 | $354,000 | 0.0% | 3,200 | 0.0% | 0.15% | -0.7% |
| Q1 2021 | $354,000 | – | 3,200 | – | 0.15% | – |
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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% |