ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,021 | +91.4% | 4,300 | +91.4% | 0.01% | +50.0% |
| Q2 2023 | $248,182 | -35.4% | 2,247 | -35.3% | 0.00% | -42.9% |
| Q1 2023 | $383,990 | -87.0% | 3,475 | -87.0% | 0.01% | -89.4% |
| Q3 2022 | $2,947,000 | -4.3% | 26,795 | -4.2% | 0.07% | +1.5% |
| Q2 2022 | $3,080,000 | +4.5% | 27,979 | +4.6% | 0.06% | +62.5% |
| Q1 2022 | $2,948,000 | +916.6% | 26,743 | +916.8% | 0.04% | +400.0% |
| Q4 2021 | $290,000 | +43.6% | 2,630 | +43.7% | 0.01% | +60.0% |
| Q3 2021 | $202,000 | -87.8% | 1,830 | -87.8% | 0.01% | -95.1% |
| Q1 2021 | $1,662,000 | – | 15,035 | – | 0.10% | – |
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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% |