ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,457,017 | -1.0% | 40,335 | -1.4% | 0.48% | +0.6% |
| Q1 2024 | $4,501,454 | -0.1% | 40,900 | 0.0% | 0.48% | -10.4% |
| Q4 2023 | $4,504,317 | -17.9% | 40,900 | -17.6% | 0.53% | -23.3% |
| Q3 2023 | $5,484,835 | -8.3% | 49,650 | -8.4% | 0.69% | -4.8% |
| Q2 2023 | $5,979,847 | -32.4% | 54,180 | -32.4% | 0.73% | -35.2% |
| Q1 2023 | $8,849,834 | +0.5% | 80,089 | 0.0% | 1.12% | -3.8% |
| Q4 2022 | $8,803,000 | -22.2% | 80,089 | -22.1% | 1.16% | -23.1% |
| Q3 2022 | $11,314,000 | -0.1% | 102,854 | 0.0% | 1.51% | +7.8% |
| Q2 2022 | $11,324,000 | -11.2% | 102,854 | -11.1% | 1.40% | +5.6% |
| Q1 2022 | $12,756,000 | -1.3% | 115,699 | -1.2% | 1.33% | +7.0% |
| Q4 2021 | $12,928,000 | – | 117,079 | – | 1.24% | – |
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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% |