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 2020 | $15,796,000 | +3.1% | 142,688 | +3.2% | 7.87% | -2.1% |
| Q2 2020 | $15,314,000 | +7.9% | 138,287 | +8.2% | 8.03% | -9.5% |
| Q1 2020 | $14,192,000 | -0.7% | 127,836 | -1.2% | 8.88% | +9.2% |
| Q4 2019 | $14,292,000 | +0.7% | 129,382 | +0.8% | 8.13% | -3.5% |
| Q3 2019 | $14,196,000 | -37.9% | 128,334 | -37.9% | 8.42% | -38.4% |
| Q2 2019 | $22,870,000 | +4.3% | 206,686 | +4.2% | 13.68% | -1.2% |
| Q1 2019 | $21,926,000 | +14.9% | 198,303 | +14.7% | 13.84% | +0.3% |
| Q4 2018 | $19,077,000 | +7.9% | 172,953 | +8.0% | 13.80% | +12.2% |
| Q3 2018 | $17,679,000 | – | 160,079 | – | 12.30% | – |
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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% |