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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $263,000 | -24.9% | 2,383 | -25.0% | 0.02% | -45.0% |
| Q3 2021 | $350,000 | -6.2% | 3,177 | -6.1% | 0.04% | -11.1% |
| Q2 2021 | $373,000 | -49.6% | 3,383 | -49.5% | 0.04% | -61.9% |
| Q1 2021 | $740,000 | -20.0% | 6,698 | -20.0% | 0.12% | -38.9% |
| Q4 2020 | $925,000 | -32.9% | 8,372 | -32.7% | 0.19% | -43.1% |
| Q3 2020 | $1,378,000 | -38.0% | 12,449 | -38.0% | 0.34% | -47.1% |
| Q2 2020 | $2,221,000 | -26.1% | 20,064 | -25.9% | 0.64% | -37.6% |
| Q1 2020 | $3,006,000 | – | 27,074 | – | 1.03% | – |
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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% |