ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $912,004 | +270.8% | 8,255 | +270.8% | 0.06% | +252.9% |
| Q2 2023 | $245,965 | -53.6% | 2,226 | -53.9% | 0.02% | -61.4% |
| Q4 2022 | $530,325 | +125.7% | 4,824 | +126.7% | 0.04% | +109.5% |
| Q2 2021 | $235,000 | -23.7% | 2,128 | -23.7% | 0.02% | -36.4% |
| Q1 2021 | $308,000 | -35.3% | 2,789 | -35.2% | 0.03% | -50.0% |
| Q4 2020 | $476,000 | -47.2% | 4,302 | -47.1% | 0.07% | -69.9% |
| Q3 2020 | $901,000 | +11.5% | 8,136 | +11.5% | 0.22% | -11.7% |
| Q2 2020 | $808,000 | – | 7,298 | – | 0.25% | – |
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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% |