ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 140 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,346,011 | -3.1% | 330,178 | -2.7% | 1.83% | 0.0% |
| Q2 2023 | $37,489,758 | +2.9% | 339,427 | +2.5% | 1.83% | -5.4% |
| Q1 2023 | $36,443,734 | +5579.8% | 331,036 | +5571.3% | 1.94% | +4300.0% |
| Q4 2022 | $641,632 | +142.1% | 5,837 | +142.3% | 0.04% | +120.0% |
| Q3 2022 | $265,000 | +147.7% | 2,409 | +147.3% | 0.02% | +122.2% |
| Q2 2022 | $107,000 | +127.7% | 974 | +128.6% | 0.01% | +125.0% |
| Q1 2022 | $47,000 | +104.3% | 426 | +109.9% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -92.0% | 203 | -92.2% | 0.00% | -90.9% |
| Q4 2019 | $286,000 | -26.5% | 2,592 | -26.3% | 0.04% | -31.2% |
| Q3 2019 | $389,000 | +21.6% | 3,515 | +21.7% | 0.06% | +4.9% |
| Q2 2019 | $320,000 | +5233.3% | 2,889 | +5152.7% | 0.06% | +6000.0% |
| Q1 2019 | $6,000 | -99.7% | 55 | -99.7% | 0.00% | -99.8% |
| Q4 2018 | $2,360,000 | +47100.0% | 21,399 | +45429.8% | 0.60% | +60200.0% |
| Q4 2017 | $5,000 | +66.7% | 47 | +62.1% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -40.0% | 29 | -29.3% | 0.00% | -66.7% |
| Q1 2017 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | – | 41 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQUITY INVESTMENT CORP | 2,502,767 | $276,230,000 | 9.16% |
| MinichMacGregor Wealth Management, LLC | 84,110 | $9,283,000 | 7.23% |
| FOUNDERS FINANCIAL SECURITIES LLC | 168,121 | $18,556,000 | 6.00% |
| IndexIQ Advisors LLC | 1,220,240 | $134,678,000 | 4.33% |
| Ken Stern & Associates, Inc. | 85,017 | $9,383,000 | 4.13% |
| Milliman Financial Risk Management LLC | 3,796,834 | $419,057,000 | 4.07% |
| Alaska Wealth Advisors | 104,057 | $11,484,000 | 3.98% |
| AMERICAN ASSET MANAGEMENT INC. | 41,667 | $4,599,000 | 3.98% |
| BAILARD, INC. | 507,806 | $55,989,000 | 3.57% |
| Horizon Investments, LLC | 706,709 | $77,999,000 | 3.40% |