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 | $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 ↓ |
|---|---|---|---|
| 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% |