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 | $725,159 | -5.1% | 6,564 | -5.1% | 0.06% | -6.2% |
| Q2 2023 | $764,311 | -2.7% | 6,920 | -2.7% | 0.06% | -11.0% |
| Q1 2023 | $785,680 | +6.4% | 7,110 | +5.8% | 0.07% | -2.7% |
| Q4 2022 | $738,636 | +94.4% | 6,719 | +94.5% | 0.08% | +240.9% |
| Q3 2022 | $380,000 | 0.0% | 3,455 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $380,000 | +26.7% | 3,452 | +26.4% | 0.02% | +46.7% |
| Q1 2022 | $300,000 | – | 2,730 | – | 0.02% | – |
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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% |