ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 723,745 | $79,952 | 39.10% |
| Gateway Advisory, LLC | 1,654,317 | $182,752,446 | 37.27% |
| GUIDANCE CAPITAL, INC | 570,391 | $62,765,862 | 28.11% |
| Mader & Shannon Wealth Management, Inc. | 367,456 | $40,592,864 | 26.68% |
| Client First Capital LLC | 304,395 | $33,626,473 | 24.34% |
| PEAVINE CAPITAL, LLC | 742,800 | $82,057,085 | 21.39% |
| Titan Capital Management, LLC /TX | 134,732 | $14,883,844 | 20.05% |
| Allred Capital Management, LLC | 343,442 | $37,939,996 | 18.90% |
| Cornerstone Retirement Group, Inc. | 530,662 | $58,622,280 | 16.76% |
| Divergent Wealth Advisors | 643,895 | $71,131,119 | 16.18% |