ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $558,961 | -10.0% | 5,081 | -9.9% | 0.18% | -7.2% |
| Q2 2022 | $621,000 | +64.7% | 5,637 | +65.0% | 0.19% | +98.0% |
| Q1 2022 | $377,000 | +71.4% | 3,417 | +71.3% | 0.10% | +48.5% |
| Q3 2021 | $220,000 | -29.7% | 1,995 | -29.6% | 0.07% | -26.7% |
| Q2 2021 | $313,000 | +7.2% | 2,833 | +7.3% | 0.09% | -10.9% |
| Q1 2021 | $292,000 | +2.8% | 2,640 | +2.6% | 0.10% | 0.0% |
| Q4 2020 | $284,000 | +5.2% | 2,573 | +5.7% | 0.10% | -4.7% |
| Q3 2020 | $270,000 | +1.5% | 2,435 | +1.2% | 0.11% | -10.9% |
| Q2 2020 | $266,000 | +25.5% | 2,405 | +25.4% | 0.12% | +28.0% |
| Q3 2019 | $212,000 | -4.1% | 1,918 | -4.0% | 0.09% | -8.8% |
| Q2 2019 | $221,000 | -69.6% | 1,997 | -69.7% | 0.10% | -76.9% |
| Q4 2018 | $727,000 | – | 6,592 | – | 0.44% | – |
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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% |