ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $216,000 | -4.8% | 1,968 | -4.7% | 0.04% | +2.3% |
| Q2 2022 | $227,000 | -3.4% | 2,064 | -3.0% | 0.04% | +10.3% |
| Q1 2022 | $235,000 | -14.9% | 2,128 | -15.0% | 0.04% | -9.3% |
| Q4 2021 | $276,000 | -10.4% | 2,503 | -10.3% | 0.04% | -20.4% |
| Q3 2021 | $308,000 | -1.3% | 2,791 | -1.3% | 0.05% | -37.2% |
| Q2 2021 | $312,000 | -0.3% | 2,827 | -0.0% | 0.09% | -13.1% |
| Q1 2021 | $313,000 | -4.3% | 2,828 | -4.3% | 0.10% | -3.9% |
| Q4 2020 | $327,000 | +0.3% | 2,956 | +0.3% | 0.10% | -12.7% |
| Q3 2020 | $326,000 | +50.2% | 2,947 | +50.1% | 0.12% | +28.3% |
| Q2 2020 | $217,000 | -0.5% | 1,963 | +0.1% | 0.09% | -20.7% |
| Q1 2020 | $218,000 | +5.3% | 1,962 | +4.5% | 0.12% | +20.8% |
| Q4 2019 | $207,000 | – | 1,878 | – | 0.10% | – |
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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% |