ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 603 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $969,127 | -33.8% | 8,770 | -33.8% | 0.11% | -14.3% |
| Q1 2024 | $1,464,671 | +4.6% | 13,250 | +4.5% | 0.13% | -13.7% |
| Q4 2023 | $1,400,318 | 0.0% | 12,676 | 0.0% | 0.15% | 0.0% |
| Q3 2023 | $1,400,318 | +0.0% | 12,676 | 0.0% | 0.15% | -2.0% |
| Q2 2023 | $1,400,064 | +39.6% | 12,676 | +39.7% | 0.15% | +24.2% |
| Q1 2023 | $1,002,898 | -2.3% | 9,076 | -2.8% | 0.12% | -7.7% |
| Q4 2022 | $1,026,433 | +29.9% | 9,338 | +30.0% | 0.13% | +10.2% |
| Q3 2022 | $790,000 | – | 7,182 | – | 0.12% | – |
Download | ||||||
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% |