ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,345,595 | +126560.5% | 111,968 | +26.5% | 4.94% | +27.2% |
| Q4 2022 | $9,747 | -99.9% | 88,523 | +2.4% | 3.89% | -3.3% |
| Q3 2022 | $9,492,000 | +15.8% | 86,426 | +16.0% | 4.02% | +20.2% |
| Q2 2022 | $8,199,000 | +298.0% | 74,533 | +298.9% | 3.34% | +312.5% |
| Q1 2022 | $2,060,000 | +329.2% | 18,686 | +329.9% | 0.81% | +358.2% |
| Q4 2021 | $480,000 | +91.2% | 4,347 | +91.1% | 0.18% | +103.4% |
| Q3 2021 | $251,000 | +3.7% | 2,275 | +3.8% | 0.09% | +13.0% |
| Q2 2021 | $242,000 | -4.3% | 2,192 | -4.2% | 0.08% | -14.4% |
| Q1 2021 | $253,000 | -3.8% | 2,288 | -3.9% | 0.09% | -17.4% |
| Q4 2020 | $263,000 | +71.9% | 2,382 | +72.6% | 0.11% | +49.3% |
| Q3 2020 | $153,000 | +33.0% | 1,380 | +32.7% | 0.07% | +21.7% |
| Q2 2020 | $115,000 | +8.5% | 1,040 | +9.0% | 0.06% | -10.4% |
| Q1 2020 | $106,000 | – | 954 | – | 0.07% | – |
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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% |