ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,676 | +1.3% | 7,347 | +1.2% | 0.58% | +6.7% |
| Q2 2023 | $801,594 | +1.1% | 7,258 | +1.2% | 0.54% | +4.1% |
| Q1 2023 | $792,780 | -10.3% | 7,174 | -10.8% | 0.52% | -23.0% |
| Q4 2022 | $883,717 | +104.6% | 8,040 | +104.9% | 0.67% | +118.5% |
| Q3 2022 | $432,000 | +0.2% | 3,923 | +0.3% | 0.31% | +7.7% |
| Q2 2022 | $431,000 | 0.0% | 3,910 | +0.1% | 0.29% | +21.2% |
| Q1 2022 | $431,000 | 0.0% | 3,906 | 0.0% | 0.24% | -5.6% |
| Q4 2021 | $431,000 | -0.2% | 3,906 | 0.0% | 0.25% | -5.3% |
| Q3 2021 | $432,000 | 0.0% | 3,906 | 0.0% | 0.26% | +5.6% |
| Q2 2021 | $432,000 | 0.0% | 3,906 | 0.0% | 0.25% | -18.6% |
| Q1 2021 | $432,000 | 0.0% | 3,906 | 0.0% | 0.31% | -19.4% |
| Q4 2020 | $432,000 | 0.0% | 3,906 | +0.2% | 0.38% | -5.5% |
| Q3 2020 | $432,000 | -72.8% | 3,900 | -72.8% | 0.40% | -74.4% |
| Q2 2020 | $1,590,000 | +0.6% | 14,357 | +0.9% | 1.58% | +49.0% |
| Q1 2020 | $1,580,000 | +2.5% | 14,232 | +1.9% | 1.06% | +13.5% |
| Q4 2019 | $1,542,000 | +11.5% | 13,960 | +11.7% | 0.93% | +43.4% |
| Q3 2019 | $1,383,000 | +0.6% | 12,499 | +0.6% | 0.65% | -2.5% |
| Q2 2019 | $1,375,000 | +18.8% | 12,429 | +18.8% | 0.67% | +9.9% |
| Q1 2019 | $1,157,000 | – | 10,461 | – | 0.61% | – |
Download | ||||||
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% |