ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,735,144 | +9.8% | 359,691 | +5.8% | 0.15% | +9.3% |
| Q2 2023 | $36,178,619 | +130740.2% | 339,897 | +35.8% | 0.14% | +17.6% |
| Q1 2023 | $27,651 | +51.4% | 250,247 | +50.6% | 0.12% | +29.3% |
| Q4 2022 | $18,262 | -99.8% | 166,154 | +130.6% | 0.09% | +124.4% |
| Q3 2022 | $7,925,000 | +16.1% | 72,061 | +16.2% | 0.04% | +13.9% |
| Q2 2022 | $6,824,000 | -19.7% | 61,991 | -19.6% | 0.04% | -12.2% |
| Q1 2022 | $8,499,000 | -10.7% | 77,100 | -10.5% | 0.04% | -6.8% |
| Q4 2021 | $9,517,000 | -11.3% | 86,192 | -11.2% | 0.04% | -21.4% |
| Q3 2021 | $10,726,000 | -7.9% | 97,106 | -7.9% | 0.06% | -15.2% |
| Q2 2021 | $11,649,000 | +632.6% | 105,447 | +632.4% | 0.07% | +500.0% |
| Q1 2021 | $1,590,000 | +1069.1% | 14,398 | +1054.6% | 0.01% | +1000.0% |
| Q4 2020 | $136,000 | -58.0% | 1,247 | -57.7% | 0.00% | -66.7% |
| Q3 2020 | $324,000 | +264.0% | 2,945 | +270.0% | 0.00% | +200.0% |
| Q2 2020 | $89,000 | +107.0% | 796 | +106.8% | 0.00% | 0.0% |
| Q1 2020 | $43,000 | +48.3% | 385 | +46.9% | 0.00% | – |
| Q4 2019 | $29,000 | -23.7% | 262 | -23.8% | 0.00% | -100.0% |
| Q3 2019 | $38,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $38,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $38,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $38,000 | – | 344 | – | 0.00% | – |
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% |