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 | $331 | +200.9% | 3 | +200.0% | 0.00% | – |
| Q2 2023 | $110 | -0.9% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $111 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $1,142,000 | -92.6% | 10,315 | -92.6% | 0.25% | -93.1% |
| Q2 2020 | $15,414,000 | +2.4% | 139,193 | +2.6% | 3.64% | -12.8% |
| Q1 2020 | $15,060,000 | -3.4% | 135,651 | -3.8% | 4.17% | +67.7% |
| Q4 2019 | $15,582,000 | -17.3% | 141,064 | -17.2% | 2.49% | +9.5% |
| Q3 2019 | $18,844,000 | +4.7% | 170,349 | +4.6% | 2.27% | +18.0% |
| Q2 2019 | $18,003,000 | 0.0% | 162,820 | 0.0% | 1.93% | 0.0% |
| Q1 2019 | $18,003,000 | +27.7% | 162,820 | +27.4% | 1.93% | -56.0% |
| Q4 2018 | $14,101,000 | -8.9% | 127,843 | -8.8% | 4.38% | -6.0% |
| Q3 2018 | $15,482,000 | +1.4% | 140,187 | +1.4% | 4.66% | -4.7% |
| Q2 2018 | $15,272,000 | +33.0% | 138,288 | +32.9% | 4.89% | +22.6% |
| Q1 2018 | $11,484,000 | +6.4% | 104,057 | +6.3% | 3.98% | +2.3% |
| Q4 2017 | $10,791,000 | – | 97,887 | – | 3.90% | – |
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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% |