ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,619,000 | +13.8% | 14,584 | +13.2% | 1.16% | +60.3% |
| Q4 2019 | $1,423,000 | +12.4% | 12,879 | +12.5% | 0.73% | +5.7% |
| Q3 2019 | $1,266,000 | +2.3% | 11,445 | +2.2% | 0.69% | +3.0% |
| Q2 2019 | $1,237,000 | +52.5% | 11,199 | +52.7% | 0.67% | +44.7% |
| Q1 2019 | $811,000 | +32.1% | 7,333 | +31.8% | 0.46% | +20.4% |
| Q4 2018 | $614,000 | -6.3% | 5,563 | -6.2% | 0.38% | +70.2% |
| Q3 2018 | $655,000 | – | 5,930 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 54,968 | $6,061,000 | 5.65% |
| SFMG, LLC | 211,758 | $23,340,000 | 5.32% |
| Quantitative Advantage, LLC | 163,672 | $18,040,000 | 5.13% |
| Horizon Investments, LLC | 591,733 | $65,221,000 | 5.13% |
| CURIAN CAPITAL LLC | 536,650 | $59,150,000 | 4.38% |
| AMERICAN ASSET MANAGEMENT INC. | 28,000 | $3,086,000 | 2.92% |
| HT Partners LLC | 32,870 | $3,623,000 | 2.35% |
| JAMES INVESTMENT RESEARCH INC | 855,408 | $94,283,000 | 2.33% |
| Milliman Financial Risk Management LLC | 1,921,514 | $211,789,000 | 2.22% |
| CEDAR CAPITAL, LLC | 77,085 | $8,496,000 | 1.90% |