ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,311,771 | -53.0% | 129,553 | -53.0% | 3.97% | -52.5% |
| Q2 2023 | $30,469,938 | +14.6% | 275,871 | +14.6% | 8.35% | +9.7% |
| Q1 2023 | $26,595,289 | +249.4% | 240,681 | +247.6% | 7.61% | +208.6% |
| Q4 2022 | $7,611,410 | +20.5% | 69,245 | +20.6% | 2.47% | -9.7% |
| Q3 2022 | $6,318,000 | +97.6% | 57,435 | +97.8% | 2.73% | +87.4% |
| Q2 2022 | $3,197,000 | +826.7% | 29,035 | +827.9% | 1.46% | +1329.4% |
| Q1 2022 | $345,000 | -0.3% | 3,129 | 0.0% | 0.10% | +2.0% |
| Q4 2021 | $346,000 | 0.0% | 3,129 | 0.0% | 0.10% | -8.3% |
| Q3 2021 | $346,000 | -87.1% | 3,129 | -87.1% | 0.11% | -86.3% |
| Q2 2021 | $2,678,000 | -18.2% | 24,239 | -18.2% | 0.80% | -23.5% |
| Q1 2021 | $3,273,000 | +2.2% | 29,621 | +2.2% | 1.04% | +1.2% |
| Q4 2020 | $3,204,000 | -0.1% | 28,988 | +0.0% | 1.03% | -40.8% |
| Q3 2020 | $3,208,000 | -2.5% | 28,981 | -2.5% | 1.74% | +26.6% |
| Q2 2020 | $3,290,000 | -0.2% | 29,715 | +0.0% | 1.37% | -45.6% |
| Q1 2020 | $3,298,000 | +6.7% | 29,709 | +6.2% | 2.52% | +124.3% |
| Q4 2019 | $3,091,000 | +49.9% | 27,984 | +50.1% | 1.12% | +4.5% |
| Q3 2019 | $2,062,000 | +2.4% | 18,644 | +2.4% | 1.08% | -6.5% |
| Q2 2019 | $2,014,000 | +6.1% | 18,202 | +6.0% | 1.15% | -30.6% |
| Q1 2019 | $1,899,000 | +144.4% | 17,176 | +143.7% | 1.66% | +126.3% |
| Q4 2018 | $777,000 | – | 7,047 | – | 0.73% | – |
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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% |