ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $671,067 | -45.2% | 6,073 | -45.2% | 0.48% | -56.2% |
| Q1 2024 | $1,224,231 | -71.0% | 11,075 | -71.1% | 1.10% | -73.9% |
| Q4 2023 | $4,223,045 | +99.8% | 38,346 | +100.4% | 4.22% | +97.5% |
| Q3 2023 | $2,113,843 | +272.8% | 19,135 | +272.9% | 2.14% | +261.3% |
| Q1 2023 | $567,086 | -90.5% | 5,132 | -90.6% | 0.59% | -90.1% |
| Q4 2022 | $5,977,450 | -23.6% | 54,380 | -23.6% | 5.96% | -16.1% |
| Q3 2022 | $7,826,000 | -64.2% | 71,149 | -64.2% | 7.10% | -56.1% |
| Q2 2022 | $21,882,000 | – | 198,751 | – | 16.18% | – |
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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% |