ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,985,450 | -25.5% | 17,976 | -25.4% | 1.15% | -7.9% |
| Q1 2023 | $2,663,492 | +85.9% | 24,104 | +85.0% | 1.25% | +6.6% |
| Q4 2022 | $1,432,477 | -36.7% | 13,032 | -36.6% | 1.17% | -38.7% |
| Q3 2022 | $2,262,000 | -77.5% | 20,565 | -77.5% | 1.92% | -76.4% |
| Q2 2022 | $10,055,000 | +21.7% | 91,330 | +21.9% | 8.11% | +65.8% |
| Q1 2022 | $8,261,000 | +61.5% | 74,933 | +61.8% | 4.89% | +155.8% |
| Q4 2021 | $5,114,000 | – | 46,311 | – | 1.91% | – |
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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% |