ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,339,840 | +49.8% | 48,338 | +49.8% | 0.84% | +51.5% |
| Q2 2023 | $3,564,500 | -49.9% | 32,273 | -49.9% | 0.55% | -53.5% |
| Q1 2023 | $7,118,080 | +134.6% | 64,417 | +133.4% | 1.19% | +116.8% |
| Q4 2022 | $3,034,342 | +60.1% | 27,605 | +60.3% | 0.55% | +48.4% |
| Q3 2022 | $1,895,000 | +679.8% | 17,225 | +684.7% | 0.37% | +460.6% |
| Q2 2020 | $243,000 | -98.7% | 2,195 | -98.7% | 0.07% | -98.2% |
| Q2 2019 | $19,086,000 | +1.3% | 172,487 | +1.3% | 3.58% | -1.8% |
| Q1 2019 | $18,836,000 | +0.4% | 170,351 | +0.4% | 3.65% | -10.5% |
| Q4 2018 | $18,756,000 | +3139.4% | 169,745 | +3131.4% | 4.08% | +2793.6% |
| Q2 2017 | $579,000 | – | 5,253 | – | 0.14% | – |
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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% |