ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,773,776 | +0.9% | 25,234 | +1.0% | 3.15% | -3.8% |
| Q3 2022 | $2,749,000 | +53.8% | 24,996 | +53.9% | 3.28% | +65.5% |
| Q2 2022 | $1,787,000 | -2.2% | 16,238 | -2.0% | 1.98% | +9.1% |
| Q1 2022 | $1,827,000 | +18.2% | 16,573 | +18.4% | 1.82% | +14.8% |
| Q4 2021 | $1,546,000 | +4.2% | 14,003 | +4.2% | 1.58% | -9.9% |
| Q3 2021 | $1,484,000 | -5.4% | 13,439 | -5.4% | 1.75% | -9.7% |
| Q2 2021 | $1,569,000 | +1.0% | 14,207 | +1.0% | 1.94% | -1.8% |
| Q1 2021 | $1,554,000 | -36.7% | 14,064 | -36.7% | 1.98% | +14.9% |
| Q4 2020 | $2,456,000 | +5.3% | 22,219 | +5.5% | 1.72% | -2.2% |
| Q3 2020 | $2,332,000 | +10.3% | 21,070 | +10.4% | 1.76% | +0.7% |
| Q2 2020 | $2,114,000 | +5.3% | 19,085 | +5.5% | 1.75% | -11.5% |
| Q1 2020 | $2,008,000 | – | 18,089 | – | 1.98% | – |
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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% |