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 | $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 ↓ |
|---|---|---|---|
| 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% |