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 | $10,349,853 | +47.8% | 93,689 | +47.8% | 0.18% | +52.5% |
| Q2 2023 | $7,002,038 | +35666.7% | 63,396 | -64.2% | 0.12% | -70.3% |
| Q1 2023 | $19,577 | -67.5% | 177,171 | -67.7% | 0.40% | -75.3% |
| Q4 2022 | $60,234 | -99.9% | 547,985 | +3.0% | 1.64% | -12.5% |
| Q3 2022 | $58,531,000 | -10.0% | 532,100 | -9.9% | 1.87% | -7.7% |
| Q2 2022 | $65,022,000 | +99.7% | 590,574 | +99.9% | 2.02% | +103.5% |
| Q1 2022 | $32,565,000 | +771.0% | 295,375 | +772.4% | 1.00% | +796.4% |
| Q4 2021 | $3,739,000 | +841.8% | 33,858 | +841.3% | 0.11% | +753.8% |
| Q3 2021 | $397,000 | -90.2% | 3,597 | -90.1% | 0.01% | -90.9% |
| Q2 2021 | $4,033,000 | -23.3% | 36,498 | -23.3% | 0.14% | -33.8% |
| Q1 2021 | $5,260,000 | +1211.7% | 47,599 | +1213.1% | 0.22% | +1036.8% |
| Q4 2020 | $401,000 | -84.3% | 3,625 | -84.3% | 0.02% | -88.0% |
| Q3 2020 | $2,556,000 | -37.6% | 23,091 | -37.5% | 0.16% | -46.4% |
| Q2 2020 | $4,094,000 | -78.1% | 36,965 | -78.1% | 0.30% | -82.9% |
| Q1 2020 | $18,718,000 | +8942.5% | 168,604 | +8882.6% | 1.73% | +10070.6% |
| Q4 2019 | $207,000 | -4.6% | 1,877 | -4.1% | 0.02% | -29.2% |
| Q3 2019 | $217,000 | -24.7% | 1,958 | -24.8% | 0.02% | -36.8% |
| Q2 2019 | $288,000 | -94.2% | 2,604 | -94.2% | 0.04% | -97.2% |
| Q4 2018 | $4,930,000 | – | 44,692 | – | 1.34% | – |
Download | ||||||
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% |