ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,231,517 | -45.1% | 373,237 | -45.1% | 1.85% | -45.2% |
| Q2 2023 | $75,116,825 | +7.4% | 680,098 | +7.5% | 3.38% | -3.0% |
| Q1 2023 | $69,910,034 | +58.5% | 632,670 | +57.7% | 3.48% | +41.5% |
| Q4 2022 | $44,110,441 | -2.4% | 401,296 | -2.3% | 2.46% | +2.6% |
| Q3 2022 | $45,192,000 | -0.1% | 410,839 | -0.0% | 2.40% | -15.8% |
| Q2 2022 | $45,251,000 | +784.3% | 410,999 | +785.5% | 2.85% | +724.0% |
| Q1 2022 | $5,117,000 | +2.5% | 46,415 | +2.7% | 0.35% | +11.6% |
| Q4 2021 | $4,992,000 | +18.0% | 45,211 | +18.1% | 0.31% | +5.8% |
| Q3 2021 | $4,229,000 | +5.6% | 38,283 | +5.6% | 0.29% | +1.7% |
| Q2 2021 | $4,004,000 | -14.6% | 36,237 | -14.6% | 0.29% | -26.2% |
| Q1 2021 | $4,687,000 | +29.2% | 42,414 | +29.2% | 0.39% | +12.4% |
| Q4 2020 | $3,628,000 | +8.4% | 32,820 | +8.5% | 0.35% | -7.7% |
| Q3 2020 | $3,347,000 | +18.7% | 30,239 | +18.7% | 0.38% | +3.6% |
| Q2 2020 | $2,820,000 | +140.6% | 25,466 | +141.2% | 0.36% | +93.1% |
| Q1 2020 | $1,172,000 | +359.6% | 10,560 | +356.7% | 0.19% | +408.1% |
| Q4 2019 | $255,000 | – | 2,312 | – | 0.04% | – |
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% |