ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,081,067 | +14.8% | 263,249 | +14.8% | 0.53% | +15.2% |
| Q2 2023 | $25,337,250 | +8.6% | 229,400 | +8.7% | 0.46% | -10.3% |
| Q1 2023 | $23,325,651 | +14.4% | 211,092 | +13.8% | 0.51% | +1.8% |
| Q4 2022 | $20,392,783 | +8397.0% | 185,524 | +8390.8% | 0.50% | +7114.3% |
| Q3 2022 | $240,000 | -97.8% | 2,185 | -97.8% | 0.01% | -97.5% |
| Q1 2022 | $10,910,000 | -44.0% | 98,949 | -43.9% | 0.28% | -43.1% |
| Q4 2021 | $19,484,000 | +26.0% | 176,443 | +26.1% | 0.49% | +9.9% |
| Q3 2021 | $15,463,000 | +29.2% | 139,975 | +29.2% | 0.44% | +15.0% |
| Q2 2021 | $11,970,000 | -0.8% | 108,348 | -0.7% | 0.39% | -17.5% |
| Q1 2021 | $12,062,000 | +102.3% | 109,143 | +102.4% | 0.47% | +77.0% |
| Q4 2020 | $5,961,000 | +67.5% | 53,928 | +67.8% | 0.26% | +28.0% |
| Q3 2020 | $3,558,000 | -19.4% | 32,130 | -19.5% | 0.21% | -31.0% |
| Q2 2020 | $4,417,000 | -30.7% | 39,890 | -30.7% | 0.30% | -41.7% |
| Q1 2020 | $6,377,000 | – | 57,545 | – | 0.52% | – |
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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% |