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 | $750,629 | +13.4% | 6,795 | +13.4% | 0.04% | +11.8% |
| Q2 2023 | $661,722 | +153.5% | 5,991 | +153.5% | 0.03% | +126.7% |
| Q1 2023 | $261,062 | +28.8% | 2,363 | +28.2% | 0.02% | +15.4% |
| Q4 2022 | $202,624 | -25.0% | 1,843 | -24.9% | 0.01% | -38.1% |
| Q3 2022 | $270,000 | +33.0% | 2,453 | +33.1% | 0.02% | +16.7% |
| Q2 2022 | $203,000 | +1.5% | 1,843 | +1.5% | 0.02% | +20.0% |
| Q1 2022 | $200,000 | 0.0% | 1,815 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $200,000 | -46.8% | 1,815 | -46.7% | 0.02% | -51.6% |
| Q3 2021 | $376,000 | -11.3% | 3,408 | -11.2% | 0.03% | +14.8% |
| Q2 2021 | $424,000 | +60.6% | 3,838 | +60.6% | 0.03% | +42.1% |
| Q1 2021 | $264,000 | -15.7% | 2,390 | -15.6% | 0.02% | -48.6% |
| Q4 2019 | $313,000 | +1.0% | 2,833 | +1.0% | 0.04% | -11.9% |
| Q3 2019 | $310,000 | – | 2,805 | – | 0.04% | – |
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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% |