ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,031,252 | +74.0% | 253,699 | +73.8% | 5.92% | +42.8% |
| Q2 2023 | $16,106,032 | +173.5% | 145,981 | +173.8% | 4.14% | +75.4% |
| Q1 2023 | $5,888,900 | +134.0% | 53,317 | +133.1% | 2.36% | +89.6% |
| Q4 2022 | $2,516,949 | +56.0% | 22,869 | +56.5% | 1.25% | +41.1% |
| Q4 2021 | $1,613,000 | +2.5% | 14,615 | +2.6% | 0.88% | +13.6% |
| Q3 2021 | $1,574,000 | -37.3% | 14,247 | -37.3% | 0.78% | -47.0% |
| Q2 2021 | $2,510,000 | +1.9% | 22,722 | +2.0% | 1.47% | -8.3% |
| Q1 2021 | $2,462,000 | – | 22,277 | – | 1.60% | – |
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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% |