ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |