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 2023 | $420,329 | -6.0% | 3,804 | -6.0% | 0.04% | -6.4% |
| Q2 2023 | $447,192 | -26.0% | 4,048 | -26.0% | 0.05% | +42.4% |
| Q1 2023 | $604,455 | -1.7% | 5,470 | -2.2% | 0.03% | -10.8% |
| Q4 2022 | $614,692 | -70.1% | 5,592 | -70.1% | 0.04% | -73.4% |
| Q3 2022 | $2,058,000 | -2.0% | 18,707 | -2.0% | 0.14% | -1.4% |
| Q2 2022 | $2,101,000 | +8.9% | 19,084 | +9.0% | 0.14% | +20.5% |
| Q1 2022 | $1,929,000 | +231.4% | 17,504 | +231.8% | 0.12% | +225.0% |
| Q4 2021 | $582,000 | -41.4% | 5,275 | -41.3% | 0.04% | -47.1% |
| Q3 2021 | $993,000 | +101.4% | 8,990 | +101.4% | 0.07% | +94.3% |
| Q2 2021 | $493,000 | -73.3% | 4,464 | -73.3% | 0.04% | -77.8% |
| Q1 2021 | $1,844,000 | +19.7% | 16,688 | +19.8% | 0.16% | +14.5% |
| Q4 2020 | $1,540,000 | -82.7% | 13,934 | -82.7% | 0.14% | -77.3% |
| Q3 2020 | $8,915,000 | +1723.1% | 80,387 | +1718.3% | 0.61% | +863.5% |
| Q2 2020 | $489,000 | -91.9% | 4,421 | -91.8% | 0.06% | -94.0% |
| Q1 2020 | $6,011,000 | +17.5% | 54,146 | +16.9% | 1.05% | +62.2% |
| Q4 2019 | $5,115,000 | +12.3% | 46,311 | +12.5% | 0.65% | -11.9% |
| Q3 2019 | $4,555,000 | +17.7% | 41,181 | +17.8% | 0.74% | -3.2% |
| Q2 2019 | $3,869,000 | +830.0% | 34,970 | +826.1% | 0.76% | +624.8% |
| Q4 2018 | $416,000 | -25.2% | 3,776 | -25.0% | 0.10% | +19.3% |
| Q3 2018 | $556,000 | – | 5,032 | – | 0.09% | – |
Download | ||||||
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% |