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 ↓ |
|---|---|---|---|
| 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% |