ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 588 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,420,821 | +1.2% | 12,853 | +0.8% | 0.52% | -6.3% |
| Q4 2023 | $1,403,798 | +4.6% | 12,746 | +4.9% | 0.55% | -10.1% |
| Q3 2023 | $1,342,100 | +5.1% | 12,149 | +5.1% | 0.62% | +5.3% |
| Q2 2023 | $1,276,912 | -0.0% | 11,561 | 0.0% | 0.58% | -12.7% |
| Q1 2023 | $1,277,491 | +16.3% | 11,561 | +15.7% | 0.67% | +1.8% |
| Q4 2022 | $1,098,211 | +0.0% | 9,991 | 0.0% | 0.66% | -20.7% |
| Q3 2022 | $1,098,000 | – | 9,991 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IndexIQ Advisors LLC | 247,920 | $27,333,000 | 2.80% |
| ASSETMARK, INC | 950,548 | $104,798,000 | 2.48% |
| AMERICAN ASSET MANAGEMENT INC. | 31,952 | $3,523,000 | 2.43% |
| F-Squared Investment Management, LLC | 636,096 | $70,130,000 | 2.37% |
| SignalPoint Asset Management, LLC | 26,608 | $2,934,000 | 1.33% |
| WEDBUSH SECURITIES INC | 46,724 | $5,151,000 | 1.22% |
| Shamrock Asset Management LLC | 26,507 | $2,922,000 | 1.00% |
| Ifrah Financial Services, Inc. | 22,481 | $2,479,000 | 0.99% |
| Advisors Preferred, LLC | 13,683 | $1,508,000 | 0.83% |
| Transamerica Financial Advisors, Inc. | 66,010 | $7,278,000 | 0.79% |