ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,870 | +7.3% | 1,936 | +7.3% | 0.06% | +12.0% |
| Q2 2023 | $199,252 | +7.0% | 1,804 | +7.1% | 0.05% | +4.2% |
| Q1 2023 | $186,193 | +12.4% | 1,685 | +11.8% | 0.05% | +6.7% |
| Q4 2022 | $165,649 | +11.2% | 1,507 | +11.5% | 0.04% | -2.2% |
| Q3 2022 | $149,000 | +19.2% | 1,352 | +18.8% | 0.05% | +21.1% |
| Q2 2022 | $125,000 | +9.6% | 1,138 | +9.8% | 0.04% | +18.8% |
| Q1 2022 | $114,000 | +26.7% | 1,036 | +27.1% | 0.03% | +18.5% |
| Q4 2021 | $90,000 | +36.4% | 815 | +36.5% | 0.03% | +22.7% |
| Q3 2021 | $66,000 | +4.8% | 597 | +5.5% | 0.02% | 0.0% |
| Q2 2021 | $63,000 | +43.2% | 566 | +42.2% | 0.02% | +29.4% |
| Q1 2021 | $44,000 | 0.0% | 398 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $44,000 | +18.9% | 398 | +18.8% | 0.02% | -5.6% |
| Q3 2020 | $37,000 | 0.0% | 335 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $37,000 | +68.2% | 335 | +67.5% | 0.02% | +35.7% |
| Q1 2020 | $22,000 | – | 200 | – | 0.01% | – |
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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% |